Managers of Wealth Americas

Investor appetite for Parametric Tax Optimized Ladder strategy reiterates broader focus on tax management

The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns.

Tax day is a reminder of America’s unequal tax system. But we can fix it

There is no justification for a regressive system in which the super-rich contribute less than the rest of us

TaxStatus Expands on Integration with Advice.ai

TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies

PKF O’Connor Davies Announces Collaboration with Asseta AI to Support Family Office Modernization

Organization to serve as preferred accounting and implementation partner for AI-driven financial platform

Californians want to tax billionaires. They're threatening to leave.

Proponents are collecting signatures to get the tax on the November ballot.

Breaking Down Barriers to International Tax Enforcement

U.S. financial intelligence units need better access to tax data.

Working Americans' Tax Cut Act: Revenue and Distributional Effects

Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower.

Canada’s job growth stalls, Big Six banks exceed earning expectations and Trump tariffs: Business and investing stories for the week of March 1

They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks.

april Launches Integrated Tax Platform for Wealth Managers

It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process.

Tax refunds jump 14% over last year

A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds

Progressive California lawmakers’ new tax proposal targets international corporations

The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social

How Trump’s child tax credit changes could impact your refund this season

Nearly 37 million returns claimed the child tax credit or credit for other dependents during tax year 2022, based on the latest IRS estimates.

Mosaic builds out global transactional tax-risk team

The group distinguishes itself in complex tax issues and operates on a one-team global platform

Will California’s ‘billionaire tax’ trigger an UHNW exodus? Wealth managers weigh in

With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon?

Tax reform expected to push Brazilian wealthy to invest more abroad

Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines

Tariff revenue dipped slightly in November after Trump pulled back on grocery store duties

The downward tick in tariff revenue breaks a streak that began earlier this year

Indianapolis Tax-Focused Firm Launches RIA With Dynasty

Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors.

Proposed wealth tax targets billionaires to fill California health care gap

With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk.

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Grant Thornton Advisors adds Puerto Rico, Brazil, and Poland firms

As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses.