Connecting With Clients Through Faith-Based Investing

Nov 08, 2021

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.

Tax Proposal Slams Small Businesses With Restrictions

Nov 08, 2021

Numerous wealth transfer strategies will be affected by the new proposed tax laws; here’s what business owners can expect.

Celebrity Estates Podcast: Elon Musk's Charitable Limits

Nov 08, 2021

What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.

How Soon Is Now?: The Unraveling of Deathbed Estate Planning

Nov 05, 2021

A discussion of the details, interpretation and application of deathbed transfers.

How to Help Philanthropically Minded Clients Develop a Charitable Giving Road Map

Nov 05, 2021

The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'

One of the World’s Top Fabergé Collections Is Up for Sale

Nov 05, 2021

Assembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.

What Family Offices Should Look for in a Venture Capital Growth Fund

Nov 03, 2021

Size often matters, but not in the way many might think.

Estate Planner's Guide to the Latest Version of Build Back Better

Nov 03, 2021

Here are some of the highlights that impact estate and trust planning.

Democrats Eye Enlarging Minimum Tax to Counter SALT Expansion

Nov 03, 2021

An expansion of the AMT would require some top earners to pay more in taxes even if they are eligible for a long list of credits and deductions.

New York’s November Auctions Mark a Return To Billionaire-Level Art Prices

Nov 03, 2021

Christie’s, Sotheby’s, and Phillips are back to selling large groups of artworks priced above $15 million.