Wealth Planning

Aristotle Onassis displayed the painting in the saloon of his super yacht the Christina, where it hung alongside paintings by El Greco, Pissarro, Gaugin, and Vermeer.

A summary of the key provisions of which advisors should be aware.

Morgan Stanley Private Wealth Management saw a spike in demand for its family office resources and 'lifestyle' advice during the pandemic, advisors say.

The so-called 1031 like-kind exchange rule was created a century ago to aid family farmers. It has evolved into a beloved tool of property moguls, Fortune 500 companies and real estate trusts that can use it to create a daisy-chain of tax avoidance.

A deep dive into the recently released tax court opinion on the King of Pop’s assets.

The opinion may serve as a helpful guide for valuing the right of publicity and copyrights for tax purposes.