The Initiative to Accelerate Charitable Giving is advocating changes to private foundations and donor-advised funds.

Buyers have scooped up so many of the good used planes out there that they’re now getting on waiting lists to purchase new aircraft.

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client situations.

Attempt to reveal how the rich pay little in taxes might backfire.

Practitioners must take care in the formation stage to ensure clients aren’t adversely impacted by the estate tax.

While not an overly complicated benefit, initially signing up for Medicare can be an overwhelming and anxiety-inducing process.

The recent controversy among Prince Harry, Meghan Markle and the royal family showcases the need for advisors to evolve.

Scott gave to 286 organizations from the Alvin Ailey American Dance Theatre to racial equity funds in philanthropy and journalism.

But also, like the royal family, never say never.

Division of labor is wildly important if you are looking to grow and scale your business.