Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

Discover how the OBBBA impacts high-income taxpayers in 2026, with key changes to the Alternative Minimum Tax (AMT) and a new ...

The new tax cut and spending bill known as the “One Big Beautiful Bill Act,” which was signed into law on July 4, 2025, increases federal estate, gift, and generation-skipping transfer (“GST”) tax ...

The United States is about two years into a Great Wealth Transfer that will see an estimated $84.4 trillion in assets pass from older to younger generations by 2045. Generational wealth preservation ...

Saez: When we have reached such high levels of wealth concentration, wealth taxation is no gimmick. The revenue at stake is ...

Congressional Republicans are advancing a proposal to permanently expand the federal estate tax exemption, allowing ultra-wealthy families to pass down even more of their assets without triggering tax ...

For all the talk of innovation in wealth management, the industry’s foundational architecture has changed very little in the last two decades. Wealth management remains a business rooted in human ...

The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...

California has considered taxing wealth before, but the latest proposal seems to be different.

From the Instagram influencers flaunting yet another exotic vacation to the Joneses down the block (you know, the ones you’re supposed to keep up with) building a giant addition to their already ...