Don’t Forget About Sequence Risk
Poor investment returns can have a devastating impact on a retiree’s savings.
IRS Issues New Regs on GST Allocations
Taxpayers must apply for a private letter ruling to get an extension.
IRS Announces Four Alternative Ways to Resolve Cases
Outside stakeholders have long encouraged the IRS to expand ways to resolve disputes with the agency.
Life Insurance Planning When the Sunset’s in Doubt
Helping skeptical clients hedge their bets on tax law change.
The 11 U.S. Cities With the Most Millionaires
New York leads the way, followed by the Bay Area.
Lamborghini Bros No More: Crypto Is Creating a New Wealth Effect
The boost in wealth spilled over into the housing markets in parts of California, Nevada, Utah and other places where crypto is popular.
Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico
Santander started boosting the high and ultra-high segment of its private banking business last year and has since hired 90 bankers.
Sixth Street, Co-Owner of NBA’s Spurs, Plans Debut Sports Fund
Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams and leagues, media rights and related businesses.
IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently
The agency hopes to renew interest in alternate dispute resolution options.
U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts
Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers.