Tax Court Rules Intra-Family Loan Wasn’t a Gift

Published on March 26, 2025

Estate of Galli provides useful authority with potentially more to come.

Continue reading on website
Other news

401(k) Real Talk Episode 145: March 26, 2025

March 26, 2025
Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.

Gold vs the S&P 500

March 26, 2025
In 2024, the S&P 500 delivered a total return of 25%, while gold finished the year up 27%. This marks the first time in recent financial history in which gold and stocks achieved gains exceeding 25% within the same calendar year.