Wealth management

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

Clients’ spouses may be hiding assets in any number of tax-related ways.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.