High Net Worth

What Trump's big tax reveal can teach clients about the value of tax loss harvesting.

The best way to protect Opportunity Zone investors’ funds, their tax benefits, and their loyalty is through verifiable oversight.

President Donald Trump's net worth is based chiefly on the value of his office and commercial property holdings, minus debts that were already known.

What does that mean for wealthy residents in the state?

Trump paid no income taxes in 10 of the past 15 years because he generated large losses that offset any money that he made, according to the Times analysis of at least two decades worth of Trump’s personal and business tax returns.

Several companies have elected to make changes to their executive compensation and incentive plans.

Interests in an LLC holding a note can fund a charitable lead trust.

Reflections on some important decisions.

A Federal Reserve report lends credence to a K-shaped recovery.

They can help their children build financial security now.