UBS Next Invests in Estate Planning Platform
By Jeff BermanTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
9 Estate Tax Bills Introduced in 2021One measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 08, 2021
10 Ways to Reduce Capital Gains TaxesTax experts at Orion and Renaissance Macro Research discuss how to prepare for changes proposed by Biden and Democrats.