News, Comment & Analysis results for Tax
PCM Encore Launches Affiliated Tax Business
The new offering provides tax and estate planning services to run alongside PCM Encore's services
The One Big Beautiful Bill: Another Look At Implications
Time for another dive into the details of this important recent US tax legislation.
Use New QSBS Rules To Jump Start Succession Conversations
Legislative changes to the US Qualified Small Business Stock rules haven't necessarily gotten much
Cracking The Code Of Global Tax, Regulatory Complexity In Wealth Management
The authors argue that cross-border taxation is one of the most underestimated risks in wealth
Why Family Offices, Family Businesses Should Cheer One Big Beautiful Bill
We continue to probe what this major piece of tax policy - whatever one thinks of its merits in
Group Probes Impact Of Ending US Worldwide Tax Code
Apart from Eritrea, no other country taxes citizens on a worldwide basis. If the US falls into line
Where Next For Clients' Planning After One Big Beautiful Bill?
We continue to delve into what the One Big Beautiful Bill – now enacted into law – will mean
American Citizens Abroad Signals Political Drive Over Residence-Based Tax
Among its comments on strategy, American Citizens Abroad said the suggested Trump "Gold Card,"
One Big Beautiful Bill Act: Implications For Family Offices, HNW Investors
Experts at a global law firm examine the main provisions of the recent US tax and spending
Near And Far: Considerations In Moving Assets Abroad
For US citizens, moving assets abroad is fraught with complexity and difficulties; this article
Comment & Analysis results for Tax
Tax Changes In Massachusetts: Another Look At Details
With changes to state-wide taxes coming in Massachusetts, this news service talks to a large US
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office.
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of