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.
Criminal charges are also a possibility.
Proposed restrictions on private foundation payouts may discourage grantmaking.
Appeals court makes forum shopping more difficult for affluent New Yorkers seeking divorce.
At some point a family-owned business must become a family that owns a business.
Part of Apollo's plan to expand the business will involve making it easier to get into private credit, real estate and buyout funds through technology.
Avenue Capital Group founder Marc Lasry spoke with David Rubenstein, co-founder and co-chairman of Carlyle Group, at the Bloomberg Wealth Summit.
Transparency is not the norm with estate plans. But maybe it should be.