High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Richest in U.S. Have a Few Tricks to Avoid Democrats' Tax Plans

Jan 25, 2019

The top 0.1 percent have become expert in shifting and re-labeling their income in response to tax incentives.

How the 2017 Tax Reform Act Affected Charitable Giving

Jan 25, 2019

Martin Shenkman and Chris Hoyt discuss how the Tax Cuts and Jobs Act affected charitable giving, specifically regarding itemized deductions.

A Retail Trust Company Model for the Multi-Family Office

Jan 25, 2019

This may offer an efficient, long-term solution.

Tips From the Pros: It’s Not You, It’s Me: Saying Goodbye to Departing Clients

Jan 25, 2019

Louis S. Harrison explores from a practical side how to say “goodbye” (not “good riddance”) to clients who’ve become ex-clients.

This Bud's for You

Jan 25, 2019

Cannabis donations are being offered to furloughed federal employees.

Private Equity Investors Get Rules on 20 Percent Tax Break

Jan 23, 2019

The IRS issued its guidance on the new 20 percent deduction for pass-through business owners despite many workers on furlough because of the government shutdown.

The Fourth Industrial Revolution Is Here

Jan 22, 2019

Family businesses need to adapt or go under.

Can HNW Investors Still Profit by Investing in Retail Real Estate?

Jan 18, 2019

The retail sector can still offer attractive returns, as long as investors focus on well-performing market segments.

How the 2017 Tax Act Changed the Tax Consequences of Marriage and Divorce

Jan 18, 2019

Notes from Carlyn McCaffrey's comprehensive presentation at Heckerling 2019.

Planning for Unmarried Clients

Jan 17, 2019

Marty Shenkman and Gideon Rothschild discuss how single individuals should take advantage of the estate tax exemptions.

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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.