Wealth management

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Clients need to start planning for a potential sale of their business now.

The Top 20 Firm's donation will fund multiyear research examining the effects of housing discrimination on cancer cases.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

During 2021, the Alzheimer’s Association Accounting Industry Leadership Council more than doubled in size from eight members to 18.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Nine CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The problem with some tax credits; a PPP forgiveness portal; crypto replies; and other highlights from our favorite tax bloggers.

It’s important to have intergenerational conversations with clients and their families.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.

The Internal Revenue Service ended a strategy for examining high-income taxpayers in 2017 and switched to another strategy that brought in far less tax revenue in the next few years.

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.

The administration is aiming at trusts — particularly dynasty trusts, vehicles that wealthy families can use to benefit multiple generations of descendants.

Why your clients probably need a financial planning audit.

A new holiday; VAT questions; give parents credit; and other highlights from our favorite tax bloggers.

A combination of high valuations on companies and potentially higher taxes in the future is proving to be a potent motivator for selling private companies.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.