Wealth management

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

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

The society honored professionals across a wide range of categories, including Women to Watch, Lifetime Achievement, Advancing Diversity and more.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

It’s all but inevitable that the Biden administration, as well as lawmakers at the state level, will target millionaires and billionaires for more levies.

The heirs of billionaire Heinz Hermann Thiele may owe German authorities more than 5 billion euros ($6 billion) in inheritance taxes, potentially the largest such bill in the country’s history, according to ManagerMagazin.

Gamification and the ease of using apps with access to complex financial instruments presents substantial risk.

Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.

Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.