News, Comment & Analysis results for Tax

Tax
October 6, 2023

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

Tax
July 14, 2023

OPINION OF THE WEEK: There's Plenty Of Life Yet In Globalization

I look at two broad moves on the global trade, data and tax front that ought to be of interest to

Tax
July 12, 2023

Big Tech Global Tax Deal Close To Finishing Line – Report

With government budgets around the world bloated by the pandemic and domestic political shifts,

Tax
July 6, 2023

Changing Domicile For Tax Purposes Is Beneficial If Done Correctly

Changing a domicile can enhance the quality of life but needs to be planned carefully to avoid

Tax
June 20, 2023

American Citizens Abroad Raises Political Stakes

The ACA has for years drawn attention to what it sees as significant problems with how Americans

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office.

Tax
February 15, 2023

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

Tax
February 9, 2023

InvestCloud Partners With "Tax-Smart" Group

Optimization of tax in investments is an important way of making the most of returns – all the

Tax
February 6, 2023

What To Do With Cryptocurrency Losses 

What should people do who have lost money as a result of losses on cryptocurrencies and the like?

Tax
January 13, 2023

Opinion Of The Week: UK's Non-Dom System Deserves Respect, Not Attacks

Countries such as Italy and Ireland have introduced equivalents to the UK's non-dom regime. Critics

Comment & Analysis results for Tax

Tax
May 27, 2021

A Global Minimum Corporate Tax - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialized nations has the certain

Tax
May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on

Tax
January 23, 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years,

Tax
January 3, 2020

EDITORIAL COMMENT: Bill Gates Adds Weight To "Tax The Rich" Narrative

The renowned businessman and philanthropist isn't shy of controversy and added to debate about

Tax
October 29, 2019

Cresset's Big Qualified Opportunity Zone Ambitions

The wealth management firm talked to this publication about its QOZ investment strategies.

Tax
January 17, 2018

GUEST ARTICLE: Charles Lowenhaupt On What the New Tax Law Means for Families of Significant Wealth

With the new US tax rules in force, a prominent US wealth management figure examines the fallout,

Tax
January 15, 2018

Wilmington Trust Gives More Thoughts On How HNW Clients, Institutions Will Be Affected By Tax Changes

The Delaware-based wealth management firm, located in a state renowned as a trusts jurisdiction,

Tax
May 22, 2014

Law Firm McDermott Will & Emery On Globalization, Tax Planning

Globalization is making the world a much smaller place. Here are some insights on the ramifications

Tax
December 19, 2013

Repeat - Banks Begin To Declare Stance On Swiss-US Tax Agreement

Swiss banks Vontobel and Valiant have become among the first firms to state their position on the

Tax
March 25, 2013

The FATCA Act - How Inter-Governmental Agreements Will Operate

As the financial sector continues to adjust to the US FATCA Act (Foreign Account Taxation