Alternative investments

The Supreme Court decision in Loper Bright has broad implications for the tax regulations written and administered by the Treasury and the IRS as well as the agencies tasked with the regulation of the alternatives industry.

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

A recent study says there is no longer a typical crypto investor, as there are few characteristics that differ greatly from the general population.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

The Top 25 Firm has expanded its presence in New Jersey after receiving private equity funding.