The lifetime gift and estate tax exemption could return to 2017 levels, adjusted for inflation. The exemption is $13.61 ...

The most likely path forward is a reconciliation-based process that would allow lawmakers to fast-track extensions of the 2017 tax cuts, Anna Tylor and Jonathan Traub of Deloitte say.

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Planning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.

The Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client ...

With Donald Trump's win of the presidency Tuesday, political watchers say one of his top priorities will be making his ...

Whatever our views on abortion, gun rights or the limits of the First Amendment, we're all getting older. Lawmakers and advisors alike need to remain committed to solving problems, especially on ...

Jacques Chappuis will take the helm of the Prudential Financial asset management unit on May 1, 2025, replacing David Hunt.

While the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.

Fixed income annuity contracts are a great hedge against longevity risk that can help provide retirement income sufficiency ...

The Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.

Among the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.