High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Dead Celebrity Podcast: Karl Lagerfeld and His Cat

Jul 22, 2019

Will your clients' pets become heirs? Is it weird if they do?

Lawyer Allegedly Dupes Client Out of Valuable Artwork

Jul 19, 2019

The art collector is suing for $200 million.

Divorce Destroys Finances of Americans Over 50, Studies Show

Jul 19, 2019

There are few things more devastating than divorce. Even the very wealthy can find it financially draining, emotionally harrowing and just plain messy.

Don’t Let Disaster Philanthropy Become a Philanthropic Disaster

Jul 19, 2019

Ensure your client’s generous response does the most good.

High-Tax States Sue IRS Over SALT Deduction Workarounds

Jul 17, 2019

The states of New York, Connecticut and New Jersey filed a lawsuit over the $10,000 cap on taxpayers' ability to deduct their state and local taxes.

Influencers Seek Wall Street's Help to Manage Newfound Wealth

Jul 17, 2019

"This is pretty much first-generation wealth."

Relief Allowed for Missed Rollover Deadline

Jul 16, 2019

Tax Court finds both that a bookkeeping error caused delay and that the petitioner was entitled to a hardship waiver.

Stronger Focus Needed on Underwriting in Insurance Planning

Jul 16, 2019

Pay attention to where it counts.

U.S. Supreme Court Declines to Hear Income Tax Petition

Jul 16, 2019

SCOTUS declines to opine further on fiduciary income taxation in wake of North Carolina v. Kaestner.

Eight Vintage Cars Whose Values Are Losing Steam

Jul 15, 2019

A Hagerty report illuminates eight surprising vintage cars that have nowhere to go but down in the collector market.

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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.