Limitations on the deductibility of investment advisory expenses can have outsized impact on taxpayers with high adjusted gross incomes (AGI) or those subject to the alternative minimum tax (AMT). Taken together, the 2 percent of AGI limitation a...

The numbers don't add up. The numbers from the recent academic study on the high percentages of “bad brokers” still serving clients at financial advisory firms got a lot of attention in the press (“The Wolves of Wall Street Are Everywhere...

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. Wealth-X, in conjunction with Knight Frank, recently conducted an attitudes survey to gauge the behaviors and concerns of wealthy clients ...

Seven suggestions to bridge the divide

VC committed to fintech. | BrianAJackson/iStock/Thinkstock Funding and deals in the financial technology space hit a record high last year, due in large part to the rise in mega-rounds of $50 million or more, according to a new report by K...

We urgently need a better retirement system, and luckily it's still possible to develop one

The IRS touted the growing number of taxpayers complying with foreign financial account reporting on Tuesday—an indication of improving awareness of and cooperation with (highly controversial) offshore tax rules...

Spoiler Alert: If you haven’t seen “The Force Awakens,” stop reading NOW.