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Estate Planning

IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid

Data reflects effects of the COVID-19 pandemic and recent tax law changes.

byAnna Sulkin Stern - Moderator, Legal Editor

Nov 30, 2022

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1 Min Read

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Warn Your Clients About the 'Grandparent Scam'Warn Your Clients About the 'Grandparent Scam'

byEmily A. Martin

Nov 30, 2022

1 Min Read

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Estate Planning

Celebrity Estates Replay: David Bowie and the Financial Side of A Music Catalog Celebrity Estates Replay: David Bowie and the Financial Side of A Music Catalog

byDavid H. Lenok

Nov 30, 2022

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A Powerful New Tool Transforms How Billionaires Give Fortunes Away A Powerful New Tool Transforms How Billionaires Give Fortunes Away

byBen Steverman

Nov 29, 2022

1 Min Read

Charitable Giving Updates from Washington DC Charitable Giving Updates from Washington DC

bySandra G Swirski

Nov 29, 2022

1 Min Read

Helping Clients Today Prepare for the IPO Market of Tomorrow Helping Clients Today Prepare for the IPO Market of Tomorrow

bySteve Wittenberg

Nov 28, 2022

1 Min Read

Estate Planning

Strategic Estate Planning for UHNW Individuals

Strategic Estate Planning for UHNW Individuals

byMatthew F. Erskine, Managing Partner

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Estate Planning

Crafting Structurally and Culturally Balanced Estate Plans

Crafting Structurally and Culturally Balanced Estate Plans

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byJay Hughes, Stacy Allredand 1 more

From Tom Brady to Shaq, FTX’s Celebrity Promoters May Be On the Hook for Damages

From Tom Brady to Shaq, FTX’s Celebrity Promoters May Be On the Hook for Damages

byZijia Song and Joe Schneider

Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh

Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving

Without a Fix, New Crypto Broker Rules Could Impact Charitable Giving

bySandra G Swirski, Founder

Six Family Legacy Planning Lessons From NFL Owners

Six Family Legacy Planning Lessons From NFL Owners

byMarvin E. Blum, C.P.A

Midterms Recap: How Lawmakers Interested in Crypto Fared

Midterms Recap: How Lawmakers Interested in Crypto Fared

Midterms Recap: How Lawmakers Interested in Crypto Fared

bySandra G Swirski, Founder

fidelity investments

How Fidelity Investments Built America’s Biggest Charity

How Fidelity Investments Built America’s Biggest Charity

byNoah Buhayar, Annie Massa and Sophie Alexander

Looking for the World Cup Winner? Don’t Follow the Money

Looking for the World Cup Winner? Don’t Follow the Money

byEduardo Porter

The Battle Between Tax Cheats and the IRS Is About to Heat Up

The Battle Between Tax Cheats and the IRS Is About to Heat Up

byBen Steverman

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LPL Details Plans to Move Into Private Wealth

LPL Details Plans to Move Into Private Wealth

byDiana Britton, Managing Editor

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Client Relations

Generation X – The Forgotten Generation Financial Advisors Should Remember

Generation X – The Forgotten Generation Financial Advisors Should Remember

Alternative Investments

Family Offices With $182 Billion Eye More Big Gains on PE Bets

Family Offices With $182 Billion Eye More Big Gains on PE Bets

byBenjamin Stupples and Amanda Albright

Alternative Investments

Art and Art Funds as Alternative Investments

Art and Art Funds as Alternative Investments

byMatthew F. Erskine, Managing Partner

U.S. Treasury Department

Estate Planning

Treasury Publishes 2002-2023 Priority Guidance Plan

Treasury Publishes 2002-2023 Priority Guidance Plan

byDavid A. Handler, Alison E. Lothes

Massachusetts Voters Approve Millionaires Tax

Massachusetts Voters Approve Millionaires Tax

byJustin M. Hannan, Partner

Richard Shaw, Marguerita Cheng and Steve Wallman

CFP Board Elects Three New Directors

CFP Board Elects Three New Directors

byWealthManagement.com Staff

Aaron Carter and Jane Carter

Aaron Carter’s Death Renews Focus on Mismanagement of Funds

Aaron Carter’s Death Renews Focus on Mismanagement of Funds

byAnna Sulkin Stern - Moderator, Legal Editor

Stretching Your Clients’ Charitable Dollars

Stretching Your Clients’ Charitable Dollars

byRandy A. Fox, Founder

Crypto Billionaires With $96B Loss Add Distance From FTX

Crypto Billionaires With $96B Loss Add Distance From FTX

byNur Dayana Mustak and Sonali Basak

Can a 'Rusty' Reputation Be Repaired?

Can a 'Rusty' Reputation Be Repaired?

byAmber Melville-Brown, Partner and Global Head of the media and reputation practice

Tax Court Denies Charitable Deduction for Donation of Sculpture

Estate Planning

Tax Court Denies Charitable Deduction for Donation of Sculpture

Tax Court Denies Charitable Deduction for Donation of Sculpture

byMelissa A. Passman, Alexis S. Gettier

Estate Plan

The No-Sunset Life Insurance Paradigm Shift Could be Accelerating

The No-Sunset Life Insurance Paradigm Shift Could be Accelerating

byCharles L. Ratner

Corporate philanthropy

Private Foundation Giving Sees Continued Growth

Private Foundation Giving Sees Continued Growth

byAnna Sulkin Stern - Moderator, Legal Editor

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The Importance of Professional Asset Management in DAF Accounts

The Importance of Professional Asset Management in DAF Accounts

byKen Nopar, Senior Philanthropic Advisor

Alternative Investments

The Ivy League Endowment Model Can Work for Your Clients

The Ivy League Endowment Model Can Work for Your Clients

How Family Offices Can Adapt to Shifting Client Priorities

How Family Offices Can Adapt to Shifting Client Priorities

Financial Planning

The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner

The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner

byMark Bruno, Managing Director, Wealth Management

Four Reasons to Consider Adding Retirement Plan Servicing to Your Practice

Four Reasons to Consider Adding Retirement Plan Servicing to Your Practice

byGary Tankersley

Estate Planning

Assessing ABLE Accounts

Assessing ABLE Accounts

byShannon Laymon-Pecoraro, Shareholder