Managers of Wealth Americas

Fidelity widens SMA lineup as tax optimization reshapes wealth advice

New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion.

AssetMark Tax Management Services Surpass $10 Billion in Tax-managed Assets

Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice

Tax Optimization Becomes New Battleground for Wealth Manager Differentiation

Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha

IRS Tightens FBAR Penalties for 2026 - Clear Start Tax Warns Holders of Foreign Accounts to Review Filing Obligations

The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings.

Where investment returns meet tax returns (Part II): Overcoming impediments

For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work.

Baker Tilly Announces Agreement to Acquire Anchin; New York City to Become Firm Headquarters

Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center.

Bernie Sanders slams system letting US firms use Malta as 'tax haven' for profit

Senator says companies are shifting profits offshore

When Federal Tax Breaks Stop at the State Line

The expansion of qualified small business stock is a prime example.

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.

Tax