The IRS finally read a 30-year-old law it forgot existed

In my financial services career, I have learned one rule that never bends: You pay claims to the beneficiaries named in the document, not to whoever shows up with a plausible story. A trustee who ignores that distinction loses a license, a client, and occasionally a freedom. Washington has run a piece of the tax […]

Read it at Washington Examiner ↗

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