• On remand, Tax Court reduces value of partnership interest—In Estate of Natale B. Giustina v. Commissioner, T.C. Memo. 2016-114 (June 13, 2016), the Tax Court reviewed its earlier decision from 2011 regarding the value of a 41.128...
Signing bonus paid by individual for conductor Jaap Van Zweden raises issue of what qualifies for charitable deductions
High net worth investors, concerned in the wake of the recent Brexit vote, are increasingly wary of UK-based assets, which may not be a bad thing...
(Bloomberg) -- The presidential race pervades the cocktail parties of the wealthy who visit the Hamptons, the summer haven of Manhattan’s rich, and the workplaces of the permanent residents who serve them. The conversations rarely...
A clear distinction.
Apex Clearing, which custodies assets for robo advisors including Wealthfront, Betterment, Personal Capital and Robinhood, has partnered with Vanare to offer the white-labeled version of its digital advice platform to its ...
(Bloomberg) -- We’re all looking for a safe but adequate income stream, and that includes the very wealthy. Like most investors, they’re having a hard time finding it...