Wealth management

Robert T. Brockman was just putting the finishing touches on a new private equity fund when worrisome news arrived. Law enforcement agents had raided the home of a tax lawyer in Texas who had worked for him.

During the 2020 presidential campaign, Democratic candidates made many proposals for changes to the Tax Code, ranging from changes to the tax rates to the imposition of a new 5 percent excise tax and a national sales tax.

You have five years to get your business-owner clients ready to leave.

A New York Times story based on Donald Trump’s long-sought-after tax data shows he avoided paying income taxes for most of the past two decades and paid only $750 the year he was elected president.

Ratcliffe and other senior Ineos executives caused tension with the company’s auditor, PwC.

Hedge funds are planning to expand their presence in Florida, adding to a migratory trend as wealthy residents of northern states face the threat of higher taxes.

The regs clarify that certain deductions aren’t to be considered miscellaneous itemized deductions.

The tax hike will fund rebates for about 800,000 middle-class households.

The right communication strategy and strong deliverables are key.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years