High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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IRS Issues Final Regs on Withholding Certain IRA Distributions

Oct 30, 2024

The provisions apply to IRA recipients outside the United States.

IRS Urges Taxpayers to Take Extra Step to Safeguard Their Identity

Oct 30, 2024

The agency is promoting its security PIN tool ahead of tax season.

FreeWill Launches Estate Planning Platform Estately

Oct 29, 2024

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Sponsored Content

For Madame or Mister President, Taxes Are High on ’25 Agenda

Oct 29, 2024

What the end of the Tax Cuts and Jobs Act of 2017 could mean for you.

The Art Market Is on the Brink of Major Upheaval

Oct 28, 2024

After surveying thousands of collectors this summer, a new report from Art Basel and UBS articulates the demographic shift that’s (slowly) rocking the market.

Regulation, Wealth Management and the Elections

Oct 24, 2024

Does it matter who wins?

Q&A: What’s Next in Sports Investment

Oct 24, 2024

Much attention has focused on the equity side of the equation, but debt and hybrid plays are also options.

Harris Goes Quiet on Biden’s Push to Tax Unrealized Gains

Oct 23, 2024

Vice President Kamala Harris has already pledged to scale back one of President Joe Biden’s key policies on capital gains taxation.

The Role of the Generational Divide in Charitable Giving

Oct 23, 2024

A recent study identifies gender and age as significant influencers in philanthropy.

Charitable Remainder Trusts: A Retrospective with an Eye to the Future

Oct 23, 2024

How a versatile planning tool can benefit clients and advisors alike.

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.