David H. Lenok, Senior Editor Noah Rosenfarb explores Bob Marley’s estate planning challenges and modern solutions. When Bob Marley passed away in 1981, he left behind a musical legacy, but no estate...
Award-Winning Excellence in Wealth Management Wealthrive has been recognized by Evergreen Awards as the Best Tax Strategy Firm in the United States of 2026, a prestigious honor that underscores the...
For Jeff Socha, illegal tax shelters are just a hazard of the job. A financial adviser catering to entrepreneurs and other wealthy people, Socha is keyed into tax strategies that could help them save...
Wealthrive reports a first year, achieving median client tax savings of $265,000, expanding tax strategy services, hiring senior strategist Richard Huynh, earning national recognition, and...
Wealthrive, a premier tax strategy firm for high-net-worth entrepreneurs, has announced the hiring of Richard Huynh as its new tax strategist. With over 12 years of experience in tax law, entity...
How – and how much – people and corporations pay in taxes is expected to change under Trump. Among the many changes President Donald Trump proposed during his second presidential campaign was...