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The IRS’ most recent attack on partnerships hints at the marital deduction mismatch

Enthusiasm for the financial quarterback role is growing among the super-rich, according to research released Wednesday by Morgan Stanley and Campden Research.

A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption

In 2011, the number of high-net-worth individuals (HNWIs) increased but the pool of wealth declined, which was primarily driven by a loss of wealth for ultra-high-net-worth investors, the latest World Wealth Report says.

If Bank of America has decided that overseas business is too risky, then overseas business conducted in the U.S. is doubly so, say former Merrill international executives. U.S. advisors may not be intricately familiar with the rules of the...

Make sure your clients don’t say “no” to these agreements based on incorrect assumptions

How it might have grown to $100 million without any gift tax

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