Wealth Planning

The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits.

The CTA broadens reporting to U.S. authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. companies as well as foreign companies doing business in America.

Generative AI tools can help advisors respond more efficiently to their clients’ needs.

The new system's purpose is to improve service and help target tax evaders.

Total net private wealth across the world decreased by 2.4% to a total of $454.4 trillion, according to Credit Suisse’s annual global wealth report.