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FINANCIAL PLANNING/WEALTH MANAGEMENT

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Sponsored Content: Terry Cook--Building A Virtual Family Office For Family Businesses

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Advisor Terry Cook focuses on helping owners of family-owned businesses unlock the true potential of the wealth they've created.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

NYC's Delinquent Property Taxes Soar Without Incentive To Pay

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The city is facing an estimated $880 million in unpaid taxes this year.

Tax The Rich Is Actually A Popular Bipartisan Stance, Poll Shows

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The strong support for more taxes on billionaires shows up across party lines.

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Remote Workers Should Be Wary Of Double Income-Tax Hit

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States vary greatly on when they trigger income taxes on out-of-state workers.

Death Of A Client's Spouse Can Trigger Tax Changes Beyond Filing Status

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It's important to assess the tax implications when a client's spouse passes away, advisors say.

More Americans Abroad Are Eager To Drop Citizenship On Lowered Fees

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U.S. citizens living outside the country are preparing to officially cut ties after grappling with stricter IRS rules.

High State Income Taxes Prompt Tax Flight, State Shortfalls, Researchers Say

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Ten new state wealth tax proposals are pending, as research finds the rich are leaving high-tax states.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

The SAT's Return Has Frantic Parents Hiring $500-An-Hour Tutors

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Some elite universities have pivoted back to mandatory testing.

High Rates And A Hot Market Make Tax Returns Trickier

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Taxpayers may encounter a host of surprises when they file income taxes this year, and next.

Free Tuition Is No Panacea For Medical Schools

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A $1 billion donation will make Albert Einstein School of Medicine free, but more systemic changes are necessary.

Engage The Next Generation With 529 Plans

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A 529 plan can be used as a multigenerational tool that supports client retention and acquisition.

Capital Gains Hikes At Center Of Biden's Second-Term Tax Agenda

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Biden is seeking higher levies on large businesses and investors.

Now's The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Billionaire, Corporate Tax Hikes Will Be Focus Of Biden State Of The Union

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The president wants to boost the tax rate for major companies from 15% to 21%.

Chicago Mayor's ‘Mansion Tax' Back On Ballot After Court Ruling

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The measure would increase taxes on real estate transactions of $1 million or more.

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