Financial planning

The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.

The former Microsoft CEO was cited in a ProPublica story that showed how billionaires use ownership of sports teams to lower their tax obligation.

Why your clients probably need a financial planning audit.

The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.

Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.

The leading CPA financial planners with over $1 billion in assets under management

Financial planning clients need to start preparing for potential legislative upheavals now.

Biden administration proposals could radically reshape how wealthy Americans are taxed.

The annual Wealth Magnets list ranks CPA financial planners by assets under management.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.