The Trump administration's proposals, including the potential repeal of the federal estate tax, have implications for capital ...

Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and certain trusts that receive gifts or bequests from certain individuals who have ...

Wealth management firm Raymond James needs to handle and secure ... Dynatrace founder and CTO Bernd Greifeneder said last week that his company wants to extend the definition of observability from a ...

Alerus Financial (NASDAQ:ALRS – Get Free Report) and Amerant Bancorp (NASDAQ:AMTB – Get Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two ...

The exemption level is indexed for inflation, meaning these numbers have increased ... Law Means to You and Your Clients." J.P. Morgan Wealth Management. "How Much You Can Gift Tax-Free Is Set ...

All about Danantara, which will be launched on February 24, 2025, including its legal basis and origins since the ...

Fundraising in the private-markets business can be tough. Wining and dining big investors for each new vehicle creates an ...

Find out how the Labouchere roulette system works and how it can help you guarantee a profit when you play roulette at the ...

In most M&A deals involving private targets (including the sales of divisions of publicly traded companies), the purchase agreement will include ...

These are “fixed income” assets, meaning that they promise the owner ... from a financial management point of view. On this front, my suggestion would be that any creation of an SBR comes ...