Wealth Management Industry Hit by Lower Fees, Fewer New Clients Wealth management firms are struggling with a drop in fees, fewer new clients and little prospect for growth as young investors shun full-service retail firms, says report from PriceMetrix. The report...
IRS Takes Aim at Common Family Biz Valuation Discounts Many high net worth families use creatively structured family limited partnerships (FLPs) or family LLCs, including deliberately lapsed shareholder rights, to secure aggressive valuation discounts for tax purposes...
Many financial advisors and CPAs are looking for ways to help their clients save money on taxes, and build wealth. Defined benefit plans are a good option for high earning professionals, particularly those who are maxing out their 401(k) and profit sharing...
How The Risks Of The Wealthy Help The Middle Class Advisor and wealth manager Tanya Tucker looks at conservative theorist Jeffrey Anderson’s “Main Street Tax Plan.” His plan is focused “on the well-being of typical Americans” but Tucker argues it would do very little...
Top 2015 Tax Changes Advisors Should Know Every year, the experts at Trusts & Estates pull together a roundup of the year’s most important and interesting tax law cases. This information isn’t limited to attorneys and other estate planners—advisors can benefit...
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