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Tax Planning Articles
Individuals granted out $822 million in fiscal 2014 to more than 34,500 charities, an increase of 38 percent from a year earlier.
Hauser Wealth Management has joined the firm from UBS.
The acquisition makes Envestnet one of the top unified managed account providers in the industry.
AARP has recognized employers with exemplary practices for recruiting and retaining mature workers.
Saddle River Capital Management creates service for investors living in foreign countries.
A former lawyer was convicted in what U.S. prosecutors called the biggest criminal tax fraud in history for helping wealthy clients dodge taxes for years.
Puerto Rico’s low-tax welcome mat comes as some of the wealthiest Americans grow more anxious about tax increases.
The American Institute of Certified Public Accountants is warning the Internal Revenue Service that its proposed voluntary tax preparer certification program is arbitrary, capricious and illegal.
The U.S. Supreme Court on Thursday ruled unanimously that taxpayers have a right to challenge an Internal Revenue Service summons enforcement action in court.
Belgian investigators are questioning the head of UBS AG’s local arm today as part of a multibillion-euro tax fraud probe, prosecutors said.
Financial Advisor Blogs
Portfolio Manager Insights
The top 10 reasons why the US stock market is not in a bubble can be summarized in a countdown list. + Read more
Risk management failed dramatically during steep market drops since '98, and we argue that's because too much focus has been placed on backward-looking risk measures and not enough on scenario analysis. + Read more