Sponsored By

High Net Worth

tax cuts and jobs act sign

America’s Tax Cut Era Has Outlasted Its Welcome America’s Tax Cut Era Has Outlasted Its Welcome

The system is unfair, unbalanced and underperforming.

byKathryn Anne Edwards

May 29, 2024

|

1 Min Read

stock-market-chart-data-rising.jpg

Combining Value and Profitability in Small Caps Combining Value and Profitability in Small Caps

byLarry Swedroe

May 28, 2024

1 Min Read

March for our lives

Nine Tips for Advocacy and Policy Change-Focused Philanthropy Nine Tips for Advocacy and Policy Change-Focused Philanthropy

byDebby Bielak and Liz Jain

May 23, 2024

1 Min Read

Janet Yellen at G7

Billionaire Tax Rejected by US Causes Split Ahead of G-7 Meeting Billionaire Tax Rejected by US Causes Split Ahead of G-7 Meeting

byKamil Kowalcze, William Horobin and Viktoria Dendrinou

May 23, 2024

1 Min Read

tsunami of dollars wave philanthropy

How I Plan to Raise $10B for Charity How I Plan to Raise $10B for Charity

May 23, 2024

1 Min Read

last will and testament

Estate Planning

Probate Disputes Explained Probate Disputes Explained

byJustin Stivers

May 22, 2024

1 Min Read

business pen paperwork IRS audit

Six Items that Could Trigger an IRS Audit

Six Items that Could Trigger an IRS Audit

byMatthew Chancey

house of cards falling

Is Your Client's Family Office Prepared for the Worst?

Is Your Client's Family Office Prepared for the Worst?

byAnna Sulkin Stern - Moderator, Legal Editor

Advisors James S. Wood and Alain Verhille

LPL Lures $705M Merrill Lynch Team to Private Wealth Model

LPL Lures $705M Merrill Lynch Team to Private Wealth Model

byDiana Britton, Managing Editor

gold bar

The Golden Rules Separating Investors and Collectors

The Golden Rules Separating Investors and Collectors

byMatthew F. Erskine, Managing Partner

Celebrity Estates Podcast Eric Schoenberg

Estate Planning

Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

byDavid H. Lenok, Senior Editor

globe dollars

IRS Issues Proposed Foreign-Trust Regulations

IRS Issues Proposed Foreign-Trust Regulations

byRita M. Ryan, Senior Manager

U.S. dollars money globe

Estate Planning

Grantor Trust Mischaracterization Might Cost Heirs $15M

Grantor Trust Mischaracterization Might Cost Heirs $15M

byAnna Sulkin Stern - Moderator, Legal Editor

IRS building

Penalties Properly Assessed for Failure to File Form 5472

Penalties Properly Assessed for Failure to File Form 5472

byRita M. Ryan, Senior Manager

2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained

2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained

byJoshua Decker and Maureen Cook

Estate Planning

IRS Issues New Regs on GST Allocations

IRS Issues New Regs on GST Allocations

byMartin M. Shenkman, Jonathan G. Blattmachr

IRS Announces Four Alternative Ways to Resolve Cases

IRS Announces Four Alternative Ways to Resolve Cases

byMichael A. Gregory

retirees sunset

Life Insurance Planning When the Sunset’s in Doubt

Life Insurance Planning When the Sunset’s in Doubt

byCharles L. Ratner, Morgan Scott

Empire State Buildng Hudson Yards New York City

The 11 U.S. Cities With the Most Millionaires

The 11 U.S. Cities With the Most Millionaires

byWealthManagement.com Staff

Lamborghini Aventador at the Brussels Auto Show

Lamborghini Bros No More: Crypto Is Creating a New Wealth Effect

Lamborghini Bros No More: Crypto Is Creating a New Wealth Effect

Santander Bank sign

Client Relations

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

San Antonio Spurs Wemby dunk Sixth Street PE fund sports

Alternative Investments

Sixth Street, Co-Owner of NBA’s Spurs, Plans Debut Sports Fund

Sixth Street, Co-Owner of NBA’s Spurs, Plans Debut Sports Fund

IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently

IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently

byAnna Sulkin Stern - Moderator, Legal Editor

Estate Planning

U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts

U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts

byAndrew M. Nerney, Kyle G. Durante

dollar sign gears

The Life Arc of a Philanthropist

The Life Arc of a Philanthropist

IRS form W-9

Estate Planning

IRS Form W-9 Changes and Their Impact on Trusts and Estates

IRS Form W-9 Changes and Their Impact on Trusts and Estates

byMatthew F. Erskine, Managing Partner

Stephen M. Ross

Billionaire Stephen Ross Believes in South Florida—and Is Spending Big to Transform It

Billionaire Stephen Ross Believes in South Florida—and Is Spending Big to Transform It

Celebrity Estates podcast Steve Lockshin Vanilla Len Bias NIL deals

Estate Planning

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

byDavid H. Lenok, Senior Editor

homeless woman dealing with mental illness

When Mental Health Issues Lead to Financial Ruin

When Mental Health Issues Lead to Financial Ruin

byAnna Sulkin Stern - Moderator, Legal Editor

IRS building

IRS Warns High-Net-Worth Individuals of Elaborate Schemes

IRS Warns High-Net-Worth Individuals of Elaborate Schemes

byAnna Sulkin Stern - Moderator, Legal Editor

Warren Buffett and Charles Munger in 2003

Mastering Succession: Insights from Berkshire Hathaway's Playbook

Mastering Succession: Insights from Berkshire Hathaway's Playbook

byMatthew F. Erskine, Managing Partner

EQT Hires Peter Aliprantis to Lead Americas Private Wealth Arm

EQT Hires Peter Aliprantis to Lead Americas Private Wealth Arm

shoes succession plan

Estate Planning

Preparing and Engaging the Next Gen for Future Succession Roles

Preparing and Engaging the Next Gen for Future Succession Roles

byBenjamin Persofsky, Executive Director of the BBH Center for Family Business

IRS building

IRS Issues New Notice on Inherited IRAs

IRS Issues New Notice on Inherited IRAs

byEdwin P. Morrow III, National Wealth Specialist

Estate Planning

PLR Determines Tax Consequences of Corporate Transaction

PLR Determines Tax Consequences of Corporate Transaction

byDavid A. Handler, Alison E. Lothes