News results for Tax

June 15, 2021

Cutting Gordian Knot Of Tax As Income Hunger Grows

Taxes are likely going up, complexity of investments is increasing and many HNW families hold

June 10, 2021

Bloomberg Vows Hunt For Leakers Amid Row Over UHNW Tax

A row is brewing about leaks of tax information concerning America's 25 richest persons. It raises

March 24, 2021

HNW Tax Avoidance Bigger Than Policymakers Expect - Report

The wealthiest US persons are often far more adept at sheltering their income from the tax

June 7, 2021

G7 Countries Ink Minimum Corporate Tax Pact

The question remains as to what extent any such multilateral deal on tax rates can be agreed when

May 27, 2021

A Global Minimum Corporate Tax - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialized nations has the certain

May 26, 2021

What If Tax Changes Happen? Tactics To Contain Impact

Proposals to impose big tax increases have come out of the Biden administration. So what can be

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,

Comment & Analysis results for Tax

June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have

May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on

January 23, 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years,

October 29, 2019

Cresset's Big Qualified Opportunity Zone Ambitions

The wealth management firm talked to this publication about its QOZ investment strategies.

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