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Tax Planning Articles
Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.
Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.
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.
Financial Advisor Blogs
Portfolio Manager Insights
When talking to potential female clients, find ways to get them talking instead of shutting them down. + Read more
Two new government reports say Social Security and Medicare are not in imminent financial danger + Read more