High Net Worth

First in, first out proposal has brokers urging clients to sell before the end of the year.

The IRS needs to offer official guidance.

Estate planning options for dealing with an addict.

Take measures now to ensure current and future compliance with new UK regulations.

Be careful not to throw the baby out with the bathwater.

Waiting until the final bill is signed may not provide enough time to make changes before the end of the year.

First-in, first-out inhibits investor choices, causes capital gains taxes to go up and complicates financial planning for millions of Americans, Eaton Vance’s Thomas Faust Jr. argues.

Questions should be raised now with any charitable gift of life insurance.

Puerto Rico-based family office Grupo Ferré Rangel recently formed a wholly-owned subsidiary to invest in multifamily properties in the U.S.

Make sure your client and educational institutions are speaking the same language.