The lauded tax benefits may be harder to come by than they initially appeared.

The House and Senate’s proposals have ripple effects through many aspects of wealth planning.

FINRA releases its first Report on Examination Findings, financial advisor income on the rise and art collectors don’t work with art advisors.

Art has no rules, but the valuing of it for tax purposes has plenty of them.

The estate tax, as currently constructed, is already effectively voluntary.

House Republicans protest the Senate’s FIFO provision, ESG-friendly companies beat the S&P and Morgan Stanley inks endorsement deal with Justin Rose.

First in, first out proposal has brokers urging clients to sell before the end of the year.

The IRS needs to offer official guidance.

Estate planning options for dealing with an addict.

Take measures now to ensure current and future compliance with new UK regulations.