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Weber Says UBS Should Consider a Chairwoman After He Leaves
By Patrick Winters and Marion HalftermeyerThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for EstatesTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 26, 2021
Biden to Set $1M Threshold for Capital Gains Tax HikeThe increase likely affects "three-tenths of a percent of taxpayers," or some 500,000 U.S. households, says the head of the National Economic Council.
April 26, 2021
Which Tax Hikes Are Most Likely?Tax measures floated by President Biden and lawmakers prompt a hot debate; tax experts Greg Valliere and Allison Hutchins weigh in.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
April 22, 2021
Biden Eyeing Tax Rate as High as 43.4% in Next Economic PackageFor many wealthy individuals, the new marginal capital gains tax rate would be a steep increase from the current base rate of 20%.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.