A few best practices to ensure that substance abuse provisions, or other “bad behavior” monitoring, in a trust agreement will have the best possible real world application.

The deal will force multinational companies to pay more taxes.

After 35 years in the industry, financial advisor Ric Edelman is stepping back from his day-to-day duties at Edelman Financial Engines.

Medline, run by the Mills family, makes the ubiquitous striped swaddling blanket that almost every U.S. hospital-born newborn is wrapped in.

The IRS quietly launched a coordinated campaign in late January to examine individuals who took advantage, starting in 2012, of tax incentives designed to lure high net-worth individuals and corporations to Puerto Rico.

Aristotle Onassis displayed the painting in the saloon of his super yacht the Christina, where it hung alongside paintings by El Greco, Pissarro, Gaugin, and Vermeer.

A summary of the key provisions of which advisors should be aware.

Morgan Stanley Private Wealth Management saw a spike in demand for its family office resources and 'lifestyle' advice during the pandemic, advisors say.

The so-called 1031 like-kind exchange rule was created a century ago to aid family farmers. It has evolved into a beloved tool of property moguls, Fortune 500 companies and real estate trusts that can use it to create a daisy-chain of tax avoidance.