If your clients haven’t bothered to ask how you incorporate their tax situation into the advice you’ve provided in the past, they probably will now.

What do they do and why do your clients need one?

Don’t wait for a market downturn.

There’s still time to cut clients’ 2017 income taxes

Retain assets under management while saving clients’ money.

Taxpayers with foreign assets should use the OVDP before it closes.

The Thomas L. Pearson and The Pearson Family Members Foundation sues to void a $100 million gift to University of Chicago.

NREI chatted with Craig Cecilio, of DiversyFund Inc., about the intersection of HNW real estate investors and online investment platforms.

Help your clients make the most informed decisions about where to store their collections.

Buying desirable citizenship is all the rage among the UHNW.