The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.
New (as well as old) issues arising after death.
IRS changes its position in CCA 202352018.
The case will offer a rare glimpse into an often-opaque industry where middle men broker art transactions between ultra-wealthy buyers and sellers who don’t always know each other’s identities.
Just because you have a tool doesn’t mean you should use it.