New World Wealth data shows the UAE, Italy, and Saudi Arabia rising fast as millionaire migration hubs.

The recent birthday celebration of the tax reform czar, Taiwo Oyedele, provided the perfect opportunity for the high society ...

Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health ...

You may also be able to strategically position your income to avoid the IRMAA surcharge altogether. Utilizing full or partial ...

Key Points Firmwide revenue climbed 12.9% in Q2 2025, driven by a strong rebound in Capital Markets and record asset levels in Wealth Management. Net income more than doubled to $21.7 million, with ...

Many of them won't know what to do with it. How do they even begin to manage their inheritance - to make tax-smart decisions and invest wisely? "Receiving an inheritance can be an emotional time," ...

In the months preceding the general election in 2024, the owners of many closely held businesses who had not yet given much thought to the ...

Deductions Effective Now Practitioners are particularly enthused about the higher limit for the itemized deduction for state and local taxes. The SALT cap has been upped to $40,000 starting this year ...

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.

Many retirees are shocked by unexpected tax bills. Learn how Social Security, RMDs, and investments can impact your ...

More retirees are being taxed on home sales due to outdated capital gains rules. Here’s why the home equity tax is hitting seniors hardest.

July 2025 Trusts and estates law is undergoing a historic transformation—and the latest analysis from BCG Attorney Search confirms it’s no longer just a niche field. Fueled by demographic shifts, ...