A report from law firm Dentons found that 63% of family offices use direct investments with others interested in doing so.

Low-income taxpayers are far more likely to be targeted.

What issues and developments are attorneys encountering as we head into 2023?

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Practical advice to serve those types of clients.

Taxing income only up to $160,200 for Social Security is leaving a lot of revenue on the table.

The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold.

Here’s a sample letter encouraging clients to formulate commitments for 2023.

The analysis from the Joint Committee found that Trump was able to use questionable deductions and aggressive tax strategies to minimize his tax bills.

High-profile investors criticized the Ark founder for disparaging ‘archaic’ measures like cash flow and stoking stock mania.