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The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21
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The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16
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Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8
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The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1
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The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.
March 3
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The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.
December 20
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Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20
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The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.
July 9
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The former Microsoft CEO was cited in a ProPublica story that showed how billionaires use ownership of sports teams to lower their tax obligation.
July 8
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The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.
June 10
