The Latest

Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.

Paul Boynton is co-Founder and COO of Company Search Incorporated (CSI), a next-generation platform for Business Intelligence and Business Analytics. Paul's expertise as a developer, implementer and provider of information emerged from decades of utilizing data-driven decisions servicing industry leaders, multinationals and SMEs in the corporate insurance space. Paul has been instrumental in the development, construction and marketing of the CSI platform, a vision and mandate to provide a powerful business intelligence resource for most disciplines in the business world. 

On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.

The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.

Christian Geyer brings over 18 years of experience in driving revenue growth and transforming organizations in cyber, defense, and data governance. Known as a seasoned operator, he excels at implementing measurable change in industries burdened by inefficiency and high costs. In 2016, he led financial and strategic planning for Crypsis Group, significantly contributing to its acquisition by Palo Alto Networks in 2020, which deepened his expertise in cybersecurity, incident response, and data mining.

Maya Kong is a vice president at JPMorgan Chase. She holds an MBA and an MS in computer science from the University of Chicago.

Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

She and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. Prior to joining J.P. Morgan Wealth Management, Daya worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters.