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Tax Court Ruling Analyzes Control, Marketability and Tiered Discounts in Estate Planning
Published on November 19, 2025
Nelson v. Commissioner provides guidance to practitioners.
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The Real Cost of Waiting: The Hidden Toll of Outdated Mobile Compliance
November 19, 2025
While firms delay updating mobile communications compliance, the waiting incurs a substantial and measurable cost, averaging $232,457 annually in wasted analyst time on false positives. This inefficiency forces compliance teams to spend over 300 hours yearly on manual surveillance, diverting focus from strategic risk management. Ignoring this problem also dramatically increases regulatory exposure
Don’t Rush Your Client’s Year-End Charitable Planning
November 19, 2025
Otherwise, you may end up using questionable giving vehicles.