High Net Worth

Known for helping RIAs with cash management and crypto, the company is now tackling the thorny world of annuities.

A good appraisal can be key to a taxpayer’s success against the IRS.

Partnerships are a required tool for estate planners.

The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

New (as well as old) issues arising after death.

IRS changes its position in CCA 202352018.

The case will offer a rare glimpse into an often-opaque industry where middle men broker art transactions between ultra-wealthy buyers and sellers who don’t always know each other’s identities.

Just because you have a tool doesn’t mean you should use it.

Firms such as Carlyle Group Inc. and KKR & Co. are among those building so-called evergreen funds.

What were the significant tax and non-tax issues of last year?