UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
This Tax Break Can Save Ultra-Wealthy Clients Millions
By Andrew GrahamThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 04, 2021
Tax Hikes in House Version of Biden Plan Come to Nearly $1.48T, Panel SaysIncreasing the cap on state and local tax deductions to $72,500 from $10,00 would raise about $2 billion over a decade.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 28, 2021
Biden Unveils Revamped Tax, Spending Plan With New Taxes on MillionairesThe $1.75 trillion package includes additional tax on incomes above $10 million.
October 27, 2021
How Ultra-Wealthy Clients Value Tangible AssetsA Wharton study finds a gap between how advisors view portfolio risk and how uber-wealthy clients define it.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.