Tax Court upholds reduction in estate tax charitable deduction

Philanthropically inclined donors have various routes to give overseas.

(Bloomberg) -- Yale University’s endowment earned $2.6 billion in investment gains in fiscal 2015. A proposed bill in the Ivy League school’s home state of Connecticut is eyeing a share of the bounty as a source of revenue...

The owner of a closely held business needs to clear two very high tax hurdles to reach the destination of a secure retirement. ...

The numbers don't add up. The numbers from the recent academic study on the high percentages of “bad brokers” still serving clients at financial advisory firms got a lot of attention in the press (“The Wolves of Wall Street Are Everywhere,” wr...

High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities...

Roll the dice. | Sergey_P/iStock/Thinkstock Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respondents...

A donor may be able to give more than thought possible.