Managers of Wealth Americas

US ‘revenge tax’ bites the dust

At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement.

The eternal dilemma of how to tax the super-rich

It is becoming harder to keep wealthy nomads and ordinary voters happy

Grant Thornton West Coast leaders recognized in leading regional awards

“Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.”

Brazil's finance minister links potential IOF tax tweak to financial tax overhaul

The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it.

Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order

Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued.

Three reasons why

These retreats are so frequent that investors should rationally expect them.

US Sales Tax Rules Explained: A Practical Guide for European Companies

European businesses operating in the US need a general understanding of how American sales tax works

How should central banks respond to US tariffs? The RBA provides some clues

Tariffs lift import prices and disrupt trade, which could lead to higher inflation.

Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners

RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners

Tech investment on the rise as economic optimism fades

After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%.

Wall Street straps in for Trump’s tariff reveal; sees no end to fog of uncertainty

The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022.

Republican tax policy plans could grow

The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes

Taxpayers Come Clean

When worried clients heard that, they came forward in droves.

Successful Audit Once Again Proves JTC’s Solutions are Secure

Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020),

US tariffs: a structural shift reshaping global trade and asset allocation

The economic impact of tariffs is inherently stagflationary.

RSM to Use Arch for Private Markets Investment Management

The middle market consultancy and accounting firm will integrate Arch into its family office data management platform.

Forest Systems and Summitas Announce Strategic Partnership to Enhance Wealth Management Security and Efficiency

This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools

UK Inheritance Tax changes: how the US-UK Treaty could protect some Americans

For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual.

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration

Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees

Trump Has Promised to Lower Taxes: Will It Actually Make You More Money?

Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026.