High Net Worth

Biden’s “American Families Plan,” which he will reveal in a Wednesday night speech to Congress, features the biggest expansion of federal support for lower-income and middle-class Americans in decades. It will be offset by a series of tax...

Advise clients to consider immediate action to mitigate the legislative threat.

President Joe Biden's plans to double the capital gains tax for those earning $1 million or more would affect only about 0.32% of American taxpayers.

Does the pandemic constitute a 'natural disaster?'

The changes reform advocates seek would require U.S. family offices to register as investment advisors and publicly report holdings on a quarterly basis.

President Joe Biden will propose almost doubling the capital gains tax rate to 39.6% for those earning $1 million or more, an increase from the current base rate of 20%.

The plan would boost the capital gains rate to 39.6% for those earning $1 million or more, an increase from the current base rate of 20%.

The giant contracts recently signed by these two young MLB stars can act as a teaching moment for "normal" clients.

But they worry about U.S. financial literacy and estate readiness.