Featured
A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
(Daily Mail) - The heir to the JCB manufacturing fortune has threatened to leave the UK due to Rachel Reeves
Recent
Steve Oshins Releases 3rd Annual Non-Grantor Trust State Income Tax Chart
Especially given President Trump’s tax plan that would get rid of the federal income tax deduction for state income taxes paid...
Billion-Dollar Broker Breaks Away From Merrill
Matthew Celenza and his team announced that they have formed an independent wealth management firm called Boulevard Family Wealth.
A Different Approach to Car Sales: The One-Person Contact, Fixed Prices and Tech
Luxury car dealers are trying to overcome the car salesman stigma with a bit of technology and a more personal approach.
Recommending the Right Health Savings Accounts to Clients
Some health savings accounts are better for current medical expenses while others are preferable for investing for medical bills in retirement.