An overview of potential changes and tax planning actions for clients to consider.
"The current space of NFTs is really straddling this line between reality and fakeness and completely made up."
Many policyowners and advisors ignore cost basis to their own detriment.
The tumultuous estate of R&B singer Aretha Franklin highlights the need for good communication.
Successful retirees solely managing their own complex portfolios are setting heirs up for a challenging handover.
“It’s even crazier than investing in crypto.”
Survey shows that high-net-worth clients around the world share the same concerns.
The case has major implications for collectors and museums.
