Wealth management

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

Your clients’ lives aren’t limited to 9-5.

Warren Averett became the latest accounting firm to receive capital from a private equity or investment firm, but in this case the money will go to the firm’s asset management subsidiary.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

H&R Block adds employee benefits; REDW tax manager earns community service award; and more.

The world’s richest person has disposed of more than 4.5 million shares so far this week.

The Tesla founder will have a hefty tax bill however he chooses to make good on his pledge.