IRS building
Substantial Compliance in Reporting Taxable Gift Sufficient to Start Statute of Limitations
May 31, 2023
The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts.
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Warhol Foundation Loses U.S. Supreme Court Copyright Case
May 31, 2023
The decision turned on the transformative factor of the work, a portrait of Prince based on an existing photograph.
U.S. Capitol
Technical Corrections Expected for SECURE 2.0 Act
May 30, 2023
The four provisions that require changes revolve around RMDs, employer contribution to pension plans, SIMPLE and SEP plans, and catch-up contribution allowances.
JPMorgan Builds Unit for World’s Richest Families in Wealth Bet
JPMorgan Builds Unit for World’s Richest Families in Wealth Bet
May 30, 2023
The unit, called 23 Wall, focuses on about 700 families worth more than $4.5 trillion.
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Mitigating Estate Planning Risk With Marketability Discounts
May 30, 2023
DLOM can significantly impact the value of a privately held company.
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WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms
May 26, 2023
Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers.
Monaco
The Top 15 Cities With the Most Billionaires
May 25, 2023
Where do the richest of the rich choose to reside?
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Sponsored Content
Bringing Greater Financial Equity to the Workplace
May 26, 2023
Watch as Fred Barstein and Voya Financial's Lori Commerford discuss auto-enrollment, short-term needs like emergency savings and student debt, and savings habits.
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