Joe Biden

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

Many taxpayers want to pay less themselves — but want others to pay more.

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

Insiders see a Democratic administration backing tightened investor protections as industry advocates look to tax legislation.

Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.

Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.

Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.