Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that ...

A Family Investment Company (FIC) is a type of private limited company used by families to manage and pass on wealth ...

Russia's sovereign wealth fund expects a number of U.S. companies to return to Russia as early as the second quarter of 2025, ...

Just how concerned about billion-dollar fortunes have Americans become? Nearly half of us overall, Harris polling found last ...

A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.

A Fresnoland investigation into the Williamson Act, California's biggest land program, reveals that just 120 mega-farms – ...

Governor Moore’s office responded this afternoon to the report saying: ...

In this episode of Tax Notes Talk, Tax Notes contributing editor and historian Joseph J. Thorndike discusses President ...

Today, congressional Republicans are pushing tax reform proposals that would cost the country over $5 trillion and would ...

Some wonder whether Elon Musk and other private citizens should have access to confidential taxpayer information.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...