News, Comment & Analysis results for Internal Revenue Service

Trust Estate
November 3, 2026

ANALYSIS: When Tax-Mitigation Strategies Turn "Aggressive"

This article considers the limits that should be considered in using various types of

Trust Estate
September 25, 2026

The Great Wealth Transfer Is Arriving – Just Not The Way Anyone Planned

Vast figures are suggested to be in play with the intergenerational wealth transfer process going

New Office
August 24, 2026

European Firm Serving US Expats Opens Manhattan Office

The business, which is headquartered in the French city of Nice, has opened an office in the iconic

Surveys
June 18, 2026

High-Earning US Citizens Consider Moving Abroad – Survey

A desire to diversify business and investment outside the US, expand opportunities, or get away

Tax
March 30, 2026

IRS Figures Show How States' Tax Rates Spur Migration

The figures will add to debate on whether rising taxes – beyond a certain level – reduce rather

Offshore
February 11, 2026

Let's Take A Close Look At Puerto Rico's Tax Code And Its Requirements

This article examines the evolving tax regime of Puerto Rico.

Family Office
January 26, 2026

ANALYSIS: Family Offices in Motion – A Transatlantic View

Taking views from the US, London and other jurisdictions, we consider how and why family offices

M and A
December 19, 2025

Creative Planning Reportedly Acquires UK-Based Maseco

Two firms of contrasting size and scope, that both cater to international clients such as US

People Moves
December 8, 2025

Summary Of Senior North American Wealth Management Moves – October 2025

A round-up of moves, appointments and personnel changes in North American wealth sector during

People Moves
October 7, 2025

There's A New Sheriff In Town: US Names IRS Chief Executive

The CEO position at the Internal Revenue Service is a newly-formed role. The agency has a great

Comment & Analysis results for Internal Revenue Service