How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The IRS touted the growing number of taxpayers complying with foreign financial account reporting on Tuesday—an indication of improving awareness of and cooperation with (highly controversial) offshore tax rules...
A thousand words are not enough. | Copyright Mark Wallheiser, Getty Images
High-net-worth investors favor Donald Trump as the candidate who would be most beneficial to their pocketbooks, according to a survey by Spectrem Group’s Millionair...
The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...
The Moerus Capital team: Amit Wadhwaney, John Mauro and Michael Campagna.
Three former Third Avenue Management employees have launched an asset management company, Barron’s reports. Amit Wadhwaney, who was the lead portfolio manager for Th...