Carlos Kepke, who advised Robert Smith, is one of many enablers that help Americans hide untaxed billions abroad, according to the IRS.
In a family business, passing down core values can be a struggle as future generations look to create their own paths.
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.
Five tips to help clients rework their plans for a post-COVID world.
Merger negotiations aren’t relevant.
The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall.
It provides guidance on a number of issues involving expenses and claims.
Even modest interest rate increases can have significant tax consequences.