Tax planning

The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.

Uncertainty around sunsetting provisions should have professional athletes planning ahead on their taxes.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

Whoever wins, '2025 is going to be a very interesting tax legislative year.'

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Harris economic proposals envision tax cuts and subsidies

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.