Philanthropy

And they’re a good way for companies to develop a strong and vibrant culture.

Advisors can help transfer accounts from one sponsor to another.

Memories include working in underwear and lobbying a snoozing Senator.

U.S. lawmakers should close loopholes, raise the estate tax and hike the capital-gains tax so that it equals the rate on labor income, the Microsoft founder wrote Monday in a year-end blog post.

Angela Mwanza, co-founder of UBS’s Evergreen Wealth Management, says she now defines success as transferring capital and a mission from one generation to the next.

Help clients maximize deductions, particularly during giving season.

A tax-savvy strategy for clients.