Individual Wealth

Here are some of the highlights that impact estate and trust planning.

An expansion of the AMT would require some top earners to pay more in taxes even if they are eligible for a long list of credits and deductions.

Christie’s, Sotheby’s, and Phillips are back to selling large groups of artworks priced above $15 million.

Advisors have an important role in helping a client go through a difficult transition.

A hypothetical webinar this boomer would love to attend.

Taxing the super-rich is difficult for the simple reason that huge fortunes don’t necessarily mean huge incomes.

Finance Chair Ron Wyden describes the controversial proposal as a “historic opportunity” to “restore fairness in our tax code.”

Building relationships with individual investors requires meaningful commitments to client education and transparency.

A look at how the Build Back Better Act's key tax provisions affect partners, partnerships and other passthrough entities.