Wealthmanagement

When US Olympians Win Gold, the IRS Wins Too

WM High Net Worth
 
Wealth Management High Net Worth
Wealth Management Daily Memo

AUGUST 19, 2024

Olympic Gold Means Victory for the IRS Too

Some athletes might see a tax bill for their triumphs.

Read More >

Shannen Doherty’s Estate: When Timing is Everything

The finalization of the actress’ divorce gave her control over her estate plan.

Read More >

WEBINAR
Unique Assets: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients
Join us on Thursday, August 22, 2024, to learn how to leverage unique assets for ultra-high-net-worth clients and enhance your service offerings.
Register Now >

Wrongfully Detained Americans Welcomed Back with IRS Penalties

The agency doesn’t have the authority to fully forgive fines and interest.

Read More >

Demystifying Private Foundation Distributions

Creative ways to maximize their impact.

Read More >

The Rich Can’t Sell Their Art, So They’re Borrowing Against It

Art sales have slowed, leading wealthy clients to look for ways to unlock liquidity while keeping their collections.

Read More >

Ultra-Luxury Home Sales in US Are On Pace to Set a New Record

There have been six deals at $100 million or above this year through the end of July, just three shy of a record set in 2021.

Read More >