Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed.

But can it be sustained, given the negative asset growth in 2022?

The superstar is on the cusp of becoming ultra-wealthy, which is an opportunity to think about how to honor the sensibilities and economic realities of her young fanbase on an ambitious scale.

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs.

Aggressively misleading promotions are targeting high-income taxpayers.

The average amount donated by affluent individuals to charity in 2022 was up 19% from pre-pandemic levels, according to a recent Bank of America study.

A new entrant into the growing DAF-related advisortech space is leaning into community to set them apart.

A helpful and powerful tool for charitably inclined clients with complex assets.

DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.