Wealth protection

An aggressive posture in financial planning now can make all the difference.

The TCJA’s changes to alimony deductibility make good advice more important than ever.

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Financial planners need to find answers to the machine threat.

Three rules for protecting your clients

Among the wealthy tri-state area set, there’s more buzz than ever about fleeing south to Florida, land of mild winters and, more importantly after last year’s federal tax overhaul, zero state personal income tax.

Jonathan Blattmachr, an estate planning lawyer, is such a fan of the strategy he’s created to help some of his wealthy clients get around the new property tax deduction cap that he’s using it himself.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

Many of the biggest beneficiaries of President Donald Trump’s tax overhaul haven’t even been born yet.

Three of America’s most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities.

Ever since the passage of the Tax Cuts and Jobs Act, the headlines have been buzzing about the resulting income tax consequences for individuals and businesses, but what about the intersection with estate planning?

Lawmakers who sped a bill through the U.S. House last week may have handed a few more goodies to Wall Street’s wealthiest than they realize.

For many, the biggest threat to their wealth is their relatives.

The new hot thing in tax avoidance has a boring old name: insurance dedicated funds.

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

High-net-worth individuals coming to the U.S. need good planning advice.

Central and South America and the Caribbean offer the best opportunities for Americans looking for lower tax burdens.

Financial advisors need to step up to help prevent elder abuse.

The U.S. Tax Court began holding hearings this week on a long-running case involving the Internal Revenue Service and pop star Michael Jackson’s estate.