High Net Worth

Check that documents received from a charity acknowledging a donation include key information.

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.

Five tips to help clients rework their plans for a post-COVID world.

Merger negotiations aren’t relevant.

The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall.

It provides guidance on a number of issues involving expenses and claims.

Even modest interest rate increases can have significant tax consequences.

Firms with over $1 billion are making big bets in fixed income, foreign exchanges.

The Treasury Department and the Internal Revenue Service are likely to push off a January date for the firms to begin tracking data such as customers’ capital gains and losses.