High Net Worth

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.

The CFDA fashion awards winner has a history of not paying up.

They can now last up to 300 years.

What could have been done to avoid this spectacle?

Here's a summary of the relevant provisions and effective dates, as well as some planning considerations.

The world’s 25 richest families are worth $1.7 trillion, a 22% increase from a year ago. 

If the SALT deduction were fully reinstated, the top 1% of taxpayers would face a tax increase less than half as large as that if the current cap on the write-off were retained, according to the Tax Foundation.

Consignor alleged fraud because artwork sold for $2 million more than agreement provided.