Alternative investments

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.

High-net-worth financial planning clients are looking for more options.

Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

The Internal Revenue Service has fired its loudest warning shots yet across the bows of crypto investors.