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Biden Eyeing Capital Gains Tax as High as 43.4% for Wealthy
Apr 22, 2021
The plan would boost the capital gains rate to 39.6% for those earning $1 million or more, an increase from the current base rate of 20%.
Mookie Betts and Fernando Tatis Jr.
Estate Planning Lessons From Mookie Betts and Fernando Tatis Jr.
Apr 21, 2021
The giant contracts recently signed by these two young MLB stars can act as a teaching moment for "normal" clients.
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Business Booming for Estate Planners, Giving Officers
Apr 21, 2021
But they worry about U.S. financial literacy and estate readiness.
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Banks Bet on Wealthy Clients Who Got Even Richer During Pandemic
Apr 20, 2021
The world’s 500 richest people added $1.8 trillion to their combined net worth last year, lifting the total to $7.6 trillion.
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Five Tips for Detecting Social Engineering Security Attacks
Apr 16, 2021
High-net-worth families and family offices may be particularly vulnerable.
7 Bill Pay Must Haves HNW Clients
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7 Bill Pay Must-Haves for High-Net-Worth Clients
Apr 15, 2021
Adhering to these seven tips will help you build trust and long-lasting relationships with HNW clients to build a profitable and sustainable business.
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Eight Steps for Effective Family Giving
Apr 15, 2021
The understanding of philanthropic best practices has evolved.
Tom Suozzi
New York House Democrats Demand Repeal of SALT Cap
Apr 14, 2021
Claim repeal is necessary for the state’s economy to recover from the COVID-19 pandemic.
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New Proposed Fiscal Budget Increases Funds for Tax Audits
Apr 14, 2021
IRS will push to ensure compliance by large corporations and the wealthy.
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Senate Bills Propose Changes to Estate Tax
Apr 13, 2021
An overview of potential changes and tax planning actions for clients to consider.
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