Adding a child’s name to a deed may not be a good idea.

It’s about finding ways to work with the highly affluent who don’t have lots of investable assets to give you (yet).

Why would they do this? What are the advantages/disadvantages of accepting this offer?

Five key markers where extra attention is warranted.

The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments.  

Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death.

Carlos Kepke, who advised Robert Smith, is one of many enablers that help Americans hide untaxed billions abroad, according to the IRS.

Check that documents received from a charity acknowledging a donation include key information.

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.