Wealth Planning

Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.

We analyzed the endowments of more than 1,000 private, nonoperating foundations with assets of less than $50 million over a two-year period.

Property used to fund grantor retained annuity trust was undervalued.

The 18-month pilot program is a reaction to the agency taking heat from practitioners for slow response times.

Don’t underestimate clients’ charitable intentions.

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.