News results for Tax

May 26, 2021

Avoid Hasty Actions As Capital Gains Tax Hikes Loom - Wells Fargo

We speak to an advisor to HNW and ultra-HNW clients in the US about the general approach they

April 30, 2021

The Biden Spending, Tax Surge - Pictet Comment

Even outside the US, wealth managers are working to figure out the investment and market impact of

April 27, 2021

HNW Individuals Must Prepare For Rising CGT, Be "Proactive"

Higher taxes for millionaire investors are coming - the question is exactly what the new rates will

April 23, 2021

Stock Markets Spooked By US Capital Gains Tax Rumors

The wealth management sector is waking up to the reality that in a matter of days, if not weeks,

April 6, 2021

New York Could Hike Personal Taxes To Highest In US - Report

If enacted, the deal would raise income and corporate taxes to generate an extra $4.3 billion a

March 18, 2021

Investors May Accelerate Portfolio Shifts Amid CGT Threat

The chance that US capital gains tax could rise sharply might mean that investors planning to

March 15, 2021

The Unfolding New Tax, Estate Planning Landscape - Anchin Private Client

Tax and estate planning are in play at the moment as a new US administration and Congress settles

March 2, 2021

Wealth Tax Resurfaces As Potential Hit To Ultra-HNW Segment

Evidence for the effectiveness of wealth taxes is mixed: several European nations that introduced

October 8, 2020

Solow's Art Sale Highlights Foundations' Tax Benefits - Report

The story, beyond the obvious eye-catching appeal of a famous Renaissance painting, brings to light

August 25, 2020

California's Wealth Tax Notion Keeps Debate Boiling

The idea has many critics, and governments in a raft of countries eventually killed it, but the

Comment & Analysis results for Tax

January 17, 2018

GUEST ARTICLE: Charles Lowenhaupt On What the New Tax Law Means for Families of Significant Wealth

With the new US tax rules in force, a prominent US wealth management figure examines the fallout,

January 15, 2018

Wilmington Trust Gives More Thoughts On How HNW Clients, Institutions Will Be Affected By Tax Changes

The Delaware-based wealth management firm, located in a state renowned as a trusts jurisdiction,

May 22, 2014

Law Firm McDermott Will & Emery On Globalization, Tax Planning

Globalization is making the world a much smaller place. Here are some insights on the ramifications

January 11, 2013

Guest Article: IRS Tax Authority Continues Pursuit Of HNW Individuals And Family Offices

In a guest article, three experts look at the US tax authority's audit program that wealthy

September 17, 2012

Wealth Management Clients Face Stark Choice In Presidential Election

The conventions are history and the campaign has swung into high gear. For the high and upper high

January 20, 2012

2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues

After a busy 2011 for trust and estate practitioners, 2012 will be “even more tax-driven,” says

February 18, 2011

Supreme Court Decision Makes Skies A Little Less Friendly

Financial advisors to aircraft owners should be on notice that unanticipated tax consequences may

February 25, 2005

IRS Offer to Settle "Abuse" Cases

The US Inland Revenue Service has unveiled a settlement initiative for executives and companies