See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
The analysis from the Joint Committee found that Trump was able to use questionable deductions and aggressive tax strategies to minimize his tax bills.
The Patagonia Purpose Trust, and how high-net-worth individuals combine tax mitigation and charitable intent, was a thematic story in 2022 for advisors.
Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.