by
Stephen L. Carter
A majority of Supreme Court justices seems open to taxing unrealized gains. But a wealth tax would face hurdles.
by
Greg Stohr
The case was closely watched for its potential impact on Democratic proposals to impose a wealth tax.
by
Tracey Longo
The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.
by
Jeff Stimpson
In some states, the conversions can lead to more taxes and a loss of pension exemptions.
by
Erik Wasson
The move could result in a shift of more overall compensation to tips, the study said.
by
Christopher Anstey
Relying on tariffs for revenue would lead to a “downward spiral” in the economy, the former Treasury secretary said.
by
Jeff Stimpson
States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.
by
Joshua Belfiore
The latest client portal technology is helping financial planners create better client collaboration.
by
Francesca Maglione
Students from the Northeast are looking South for cheaper tuition, big-time sports and less politically charged campuses.
by
Edward Hayes
After the pandemic, more clients are seizing the moment and putting their money to use before they die.
by
Edward Hayes
An Edward Jones survey found that half of adults didn't know what a 529 plan was.
by
Joseph B. Darby III
Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.
by
Ben Mattlin
New costs and aggravations have put people off buying a second property.
by
Jack Sharry
The UMH is not yet a reality, but the industry's brightest minds are on it.
by
Jeff Stimpson
Clients need to consider trust strategies as the expiration date on TCJA tax reforms draws nearer, advisors say.
