Helping clients do charitable planning properly will boost your business. Here are some options.

Round numbers, cryptocurrency transactions and the child tax credit could all be possible triggers for an audit.

Stars are facing legal questions on how they tout their involvement in the nonfungible-token market and whether they need to disclose paid endorsement deals.

The survey found that 79% of Black millionaires and 72% of Hispanic high-net-worth individuals favor investments that make a positive social impact, such as promoting equality and inclusion.

Transparency is not the norm with estate plans. But maybe it should be.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.

The president’s proposal is not only plagued by practical problems, but also undermines one of the core goals of a progressive tax system.