Rosie Rois, the 43rd Treasurer of the United States, discusses opportunities presented to advisors by the new generation of investors.
Florida passes SLAT-friendly legislation to ensure that none of the alligators that populate its legal waters will take a bite out of anyone’s estate.
By anticipating borrowing needs and identifying asset acquisitions, advisors can determine how to maximize a clients' interest expense deductions.
Art investment funds offer retail investors access to valuable art market opportunities only previously available to the fortunate few.
We’re in a general state of denial about the potential financial risks.
It’s all about reducing taxes and taking care of family.
Dismissing client questions about crypto investing out of hand won't make their interest go away.
Outside contributions will no longer be penalized in financial aid decisions after Congress made tweaks that will go into effect for the 2024-25 school year.
Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.
Signed Form 890 is only an informal settlement.
