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Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.
June 3 -
But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.
November 17 -
The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.
March 6 -
They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.
January 17 -
Helping clients navigate the compexities of tax reform is a priority.
April 3Napier Financial -
What does it take to get into the 1 percent? The price of admission is an adjusted gross income—basically, what you make before deductions—of $480,930.
February 22 -
The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.
November 9 -
The White House cited research from a “family business” group to support its push for repealing the federal estate tax. But don’t mistake family business owners for small business owners.
October 31