Even modest interest rate increases can have significant tax consequences.

Firms with over $1 billion are making big bets in fixed income, foreign exchanges.

The Treasury Department and the Internal Revenue Service are likely to push off a January date for the firms to begin tracking data such as customers’ capital gains and losses.

The late actor’s assets will be split evenly between his widow and parents.

Take planning steps now to avoid future lawsuits.

Family offices tend to fare better.

Help your clients flee the country—or at least gain citizenship in another—legally, and in compliance with the IRS.

A lot can go wrong if you don’t examine the numbers.

Clients need to be able to answer the question, “What’s next?”

But what does "equal" really mean when it comes to divvying up an estate?