Wealth protection

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.