The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg ...

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking ...

What is currently driving clients to seek guidance about estate planning? To find out, Trusts & Estates recently conducted an ...

Younger generations are also more likely to use charitable giving vehicles such as charitable trusts, family foundations and ...

Over the many years that I practiced, the popularity of the charitable remainder trust ebbed and flowed. Though always ...

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, ...

In recent research, we wanted to examine how various asset classes have performed during periods of controlled inflation.

(Bloomberg) -- Vice President Kamala Harris has gone silent on Democrats’ bid to tax unrealized investment gains — casting ...

Raymond James has recruited a team of five advisors to the firm’s employee advisor channel. The Williamsville, N.Y.-based ...

Like many other anti-deferral regimes, the CFC regime includes ownership attribution rules pursuant to which stock If you are ...

The Internal Revenue Service has released Revenue Procedure 2024-40, which specifies t he annual inflation adjustments for ...

Prior to 2023 and 2024, taxpayers faced significant challenges in contesting penalties for failing to report foreign accounts ...