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Freeze an Asset's Value With an Installment Sale: Tax Lawyer
By Allison BellWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 21, 2023
The Top 10 Most Expensive Home Sales of 2023These were the biggest sales in a down market for super luxury U.S. homes priced at or above $50 million.
December 19, 2023
BroadRiver Group Closes on $12B Private Placement BusinessBlackstone's Lombard International focuses on life insurance and variable annuity arrangements for wealthy individuals and families.
December 19, 2023
Citi Suit Raises #MeToo Claims at Wall Street's Top LevelsArdith Lindsey says seniority didn't protect her, nor did the elevation of Jane Fraser to Citigroup's CEO slot.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
Dimon's Heir at JPMorgan Still Hazy as More Years Tick ByA management shuffle put Jennifer Piepszak and Marianne Lake into the spotlight, but others have entered the fray.
December 18, 2023
12 Ways to Act WealthyCertain behaviors deliver an unspoken message to clients and prospects: You are well-versed in politeness.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.