Safe Tax Planning For High-Net-Worth Filers

Planning is essential for the affluent seeking tax breaks. Get to know the legal strategies for saving more.

I'm Okay with Mitt Romney's Income and Estate Tax Planning

Americans are allowed to pay the lowest tax they are legally obligated to pay. Taxpayers who pay more do so usually because they are unaware of rules or planning opportunities applicable to them or fail to implement planning. It is the job of the President and Congress to enact legislation delineating the public's tax obligations, ...

Tax Uncertainties Make 2012 a Year to Stay Flexible in Planning

In 2013, income tax and taxes on gifts and estates will revert to higher rates if Congress makes no changes to laws before elections.

Gresham Partners Raises Bar for Wealth Planning Expertise, Names Principal Matt Bonaguidi Chief Wealth Strategist

Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning.

5 Estate Planning Tips

These tips can help you reduce taxes on your estate and ensure that your last wishes are closely met.