The ‘great wealth transfer’ is coming. Many people will be rich — but they’re not ready. A mountain of money is on the move in America. Younger generations collectively stand to inherit about $16 ...

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 ...

Maxed out your 401(k) contributions, but still want to tuck away money for retirement? Here are seven ways you can take ...

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 ...

Trump’s new tax bill brings major changes to estate taxes, SALT deductions and bonus depreciation. Here’s how one wealth advisor is helping clients adapt.

Anneliese Dodds, who quit Keir Starmer’s government in February, urged the government to take a ‘longer-term approach’ to the ...

I share insights on cross-border tax planning and wealth preservation news and strategies with a focus on entrepreneurs and ...

More retirees are being taxed on home sales due to outdated capital gains rules.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, ...