Managers of Wealth Americas

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.

Grant Thornton’s Partho Ghatak named a ‘Top Global Chief Information Security Officer’ by Cyber Defense Magazine

Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts.

ZEDRA joins forces with leading US Fund Solutions provider, Gryphon

Both companies will work closely together to ensure a smooth transition for all clients and employees.

Rediscovered US tax treaty finds new home in national archives

The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub.

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

“CCA has an exceptional tax team that will help us meet that demand and better serve our clients.”

$6.5B Callan Family Office Launches Tax Overlay Program

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform

The IRS program for years has endured criticism about low payouts and rising process times.

The legal framework for the United States and United Kingdom cross-border tax compliance

Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location.

Cardinal Point Wealth Management Warns of Major Estate Tax Exemption Changes in 2025

The TCJA temporarily doubled the federal estate tax exemption

REDW Advisors & CPAs acquires Hatcher Financial

The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network.