Wealth management

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

Financial satisfaction of people in the U.S. bounced back strongly in the third quarter, reversing the lows brought on by the coronavirus.

Democrats on the House Ways and Means Oversight Subcommittee want the agency to reverse the automated revocation of status for tens of thousands of nonprofits.

The CARES Act will play a critical role, according to Grant Thornton.

Whoever wins Nov. 3, there are sure to be changes ahead in tax rates and tax policy.

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

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.

Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.