High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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CFFP Adds Sports and Entertainment Designation to Growing List of Professional Certifications

May 18, 2021

Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.

Retroactive Legislation: Advisors' Dilemma

May 18, 2021

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Billionaire Family Offices Reveal Biggest Equity Picks

May 18, 2021

Form 13F filings give a glimpse into the investment strategies of some of the world’s wealthiest people.

SPACs: The Future or a Fad?

May 17, 2021

Where SPACs end up in the hierarchy of equity issuance is still unclear.

The Case for Corporate Social Purpose and Community Investment

May 17, 2021

Businesses are reevaluating and strengthening their commitments to philanthropic issues.

Naming a Trust as IRA Beneficiary: Key Considerations

May 13, 2021

In many, but not all, instances, a trust is a better option than naming an individual.

What Private Equity Investors Need to Know About Proposed Tax Changes

May 11, 2021

Private equity investors can turn tax uncertainty into potential opportunity by being proactive.

Till Death (And Qualified Trusts) Do Us Part

May 11, 2021

There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets during a surviving spouse’s lifetime.

The 990-PF: How to Reap Savings and Avoid Pitfalls

May 11, 2021

Here are a few of the most common mistakes.

Florida Enacts Economic Nexus Law

May 10, 2021

The state will require out-of-state sellers to collect sales tax on tangible personal property

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.