Wealth management

That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.

Deloitte also announced the creation of a $250,000 tuition scholarship program at HBCU Grambling State University.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.

The Senate Republican leader ridiculed a tax plan targeting the unrealized capital gains of the ultra wealthy as a “harebrained scheme.”

The Top 100 Firm highlighted nonprofits across Arizona, Colorado, Minnesota, Nevada and North Dakota for their creativity and “sustainable revenue ideas.”

Rehmann associate Maher Faik also raises $40,000 for Friends of Foster Kids through participation in the 100 Businesses Who Care pitch event.

There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue in Sioux Falls.

The Social Security Administration said Wednesday that Social Security and Supplemental Security Income benefits will go up 5.9% next year, affecting approximately 70 million Americans.

The deal expands the BDO Wealth Advisors business.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

The average plan holds less than $29,000, which would pay for about half of a year at the average private university or a year or more at a public one.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.

An in-depth look at the provisions being considered for the new legislation.

But proposals from the Biden administration might slow the flow of wealth into mega-IRAs.

The progressive Democratic congresswoman Alexandria Ocasio-Cortez used the Met Gala to make a political statement by wearing a dress with the message splashed across the back.

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.