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High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership
Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? Through experience and research, a series
President Biden has clarified he is committed only to a partial rollback of the Tax Cuts and Jobs Act of 2017, aiming to make permanent the tax cuts that went to lower- and middle-class Americans,
Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution
Given what the Biden administration has indicated, President Biden remains intent on repealing parts of the 2017 tax cuts that benefited the highest-earning Americans and large companies. For family
In this episode, guests Amy Miller and Alex of the AICPA Tax Policy & Advocacy Team share updates and provide insights into the areas the team is closely watching and working in. Here's what
Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation
Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another
Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie