High net worth

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

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.

From more agents to the deployment of AI, the service is directing resources where the money is.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

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

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.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.