Financial Planning

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.

The 2017 Republican tax overhaul in the U.S. could provide relief for billionaire art collectors stung by the expiration of another major tax break.

The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.

The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.

Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.

The company is bringing together its tax-focused wealth management divisions.

Now a few of them have latched on to a generous new federal benefit for investing in lower-income U.S. communities.

Tax services segue naturally in to wealth management and financial planning services.

The move would slash the tax payable on any asset that’s appreciated in value over a lengthy period of time.