Wealth management

Pulling back the curtain in the land of OZ, and other gain deferral strategies to consider.

Firms need to focus on actively encouraging client referrals.

The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.

Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.

Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.

The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.

The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.

Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.