News results for Tax

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and

Tax
September 14, 2021

Lawmakers Prepare For Tax Hikes, Step-Up-In-Basis Rule Remains - Media

It has been noticed that the proposed legislation does not include a provision to tax unrealized

Tax
September 10, 2021

US Treasury Fires Tax "Gap" Warning

As governments in various countries contemplate how to deal with the impact of COVID and the

Tax
August 16, 2021

August Big Read: Taxing Wealth - Biden Administration’s “Green Book” Plan

The US faces the question of whether its government can ever again expect to finance itself solely

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

Tax
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

Tax
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

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

Tax
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

Comment & Analysis results for Tax

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not

Tax
June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that

Tax
June 24, 2021

Tax Burdens Increase, But Shouldn't Dominate Thinking - Industry

It is pretty certain that the tax burden is going to rise, but while certain adjustments make

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

Tax
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

Tax
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

Tax
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,

Tax
October 29, 2019

Cresset's Big Qualified Opportunity Zone Ambitions

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

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,

Tax
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,