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John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients.
September 16 -
An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.
April 25 -
From more agents to the deployment of AI, the service is directing resources where the money is.
September 26 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.
November 22 -
New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
High-net-worth financial planning clients are looking for more options.
May 26Napier Financial -
Audits of high-net-worth filers require more time and expertise, and the agency’s underfunding has led to a significant loss of personnel capable of performing those.
April 18 -
Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.
March 29 -
After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.
November 30