Portfolio

If passed, the package would end the step-up in basis provision, which will mean significantly larger tax bills for wealthy estates.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

The factors that had so many predicting go-go growth over a year ago are still very much in place.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

Advisors who leave wirehouses face key tax considerations to become successful RIAs.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.