Wealth Planning

The new rule gives more time for companies created in 2024 to file initial beneficial ownership reports.

Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.

The court’s decision to take up the case puts the justices in the middle of the partisan battle over the nation’s tax and budget policies.

The IRS has been asking individuals to disclose if they've transacted in cryptocurrency since the 2019 tax year.

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

With most schools no longer requiring standardized test scores, college-bound students will have to look to other ways to impress admissions officers.

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

Ten-figure fortunes come mainly from inheritance, not from hard work. But if heirs don’t know how to make money, are they good stewards of family riches?