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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Treasury Proposes Curbs on Use of Life and Annuities in Wealth Planning
By Allison BellClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 11, 2024
Biden Floats Net Investment Income Tax Hike in New BudgetThe administration hopes to squeeze $84 billion out of trusts, and a little out of private placement life insurance.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 08, 2024
8 Wealth Planning Insights From a Business and Estate LawyerMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
March 07, 2024
Billionaire, Corporate Tax Hikes Will Be Focus of State of the UnionBiden also wants Congress to pass a law reducing tax deductions for any company that pays an employee more than $1 million.
March 05, 2024
Ex-Credit Suisse Clients Face Grand Jury Probes Over TaxesMeanwhile, the Justice Department is investigating whether the bank, now owned by UBS, helped Americans hide assets from the IRS.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.