Wealth Planning

The capital gains change would slash tax bills for investors when selling assets such as stock or real estate by adjusting the original purchase price for inflation.

Instead of tax simplification, many taxpayers and advisors are faced with tax complication.

Do U.S. courts have jurisdiction to offer trustees guidance?

None have come close to conquering the market.

Switzerland is accomplishing the unthinkable: abandoning the absolute secrecy once afforded to account holders.