Tax planning

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.

Unsurprisingly, six of the top 10 costliest destinations are in California.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?