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As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A
Nearing the end of the year is an important time to consider any tax planning opportunities that may be available to you before ringing in the new year. This year in particular there are several tax
It’s time to consider year-end planning for a year that has been an unusual one, with taxpayers experiencing losses due to the economic downturn and the possibility of higher income tax rates
For high-net-worth individuals, establishing an incomplete non-grantor (ING) trust is a useful planning tool that provides income tax benefits to grantors residing in states with high state income
Before purchasing or leasing an aircraft, it is best to understand what options are available and how these options can be tailored to fit specific needs. Aircraft ownership comes with enormous cost
New tax legislation is most likely to happen if next year the Democratic Party controls the Senate, the House of Representatives, and the White House. Now is the time to develop a contingency plan
Planning for future generations is the greatest gift family businesses can give, particularly during times of uncertainty. Transferring assets while they have a low value is a technique that is used
Domicile determines a taxpayer’s home state for income tax purposes. While proof of residency can be as simple as getting a driver’s license from the new state, proof of domicile can be
Despite the popularity of exchange-traded funds (ETFs), there are structural issues that make them less than ideal for many high-net-worth investors. A tax-managed separately managed account (SMA)
As a clearer picture of each U.S. presidential candidate’s platforms emerges, many have yet to consider how a potential change in leadership may impact their current estate tax and income tax.