News, Comment & Analysis results for 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

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

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.

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

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

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?

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

December 5, 2022

What To Do With Cryptocurrency Losses

Investors nursing losses from cryptocurrencies might wonder what they can do to reduce some of the

September 20, 2022

Exiting The US: Procedure And Taxes

The author of this article argues that while a number of US citizens talk of leaving the country,

August 11, 2022

We're Not Targeting Most US Taxpayers With New IRS Powers – Treasury

The Inflation Reduction Act, a mix of tax, healthcare and other changes, involves about $78 billion

Comment & Analysis results for 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

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

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,

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

October 29, 2019

Cresset's Big Qualified Opportunity Zone Ambitions

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

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,

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,

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

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

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