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The financial planning or wealth management business is still evolving into a profession that can be broadly respected and somewhat consistent from practice to practice.March 31
Chairman & CEOUS Wealth Management LLC -
Former Vice President Joe Biden wants to raise taxes on the wealthy. Senator Bernie Sanders wants to send those levies off the charts.March 11
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The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.March 6
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Some accountants worry that entering into financial planning services may create conflicts of interest -- and they're right, according to John Napolitano of U.S. Wealth Management, though the specific conflicts may not be what they expect.February 10
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Your clients’ complex financial lives offer major opportunities.February 6
Chairman & CEOUS Wealth Management LLC
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The former Treasury Secretary proposed a suite of steps the U.S. government can take to raise trillions of dollars more in revenue from the rich without adopting a wealth tax.January 29
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One way the rich get richer is through inheritance, and they’re barely paying taxes on it.January 28
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They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.January 17
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For the owner of a multimillion-dollar company, selling by the end of 2020 could result in a much smaller tax bill than striking a deal in 2021 under new rules.January 14
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Consumers in 2019 were more likely to say plans to hike taxes on the wealthy would harm economic growth than they were in prior years, despite it being a key campaign pledge for nearly every Democratic presidential candidate, according to a new University of Michigan survey.January 10
