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FINANCIAL PLANNING/WEALTH MANAGEMENT

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A Democratic Capital-Gains Tax That Isn’t Worth It

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Taxing unrealized capital gains would encourage more trading and force asset owners to sell holdings to pay up.

Big Deductions Could Await Your Business-Owner Clients

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Nearly 24 million taxpayers could be eligible for qualified business income deductions, the IRS says.

Americans Delaying Plans For Life And Death

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Americans are putting off until tomorrow the life and death plans they should make today.

Advisor Helps Client Boost His Legacy By Nearly $18 Million

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She helped a client figure out to leave the additional money to his heirs.

What The Wealthy Want To Know About Managing Their Money And Legacies

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This intriguing compilation by advisors, authors, lawyers and others provides valuable insights into HNW clients’ needs.

How Your Clients Can Use Their IRAs To Make Charitable Donations

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Retirees over age 70½ who can’t deduct donations this year can use this valuable work-around.

IRA Savers Would Get More Time To Fund Accounts In House Bill

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If signed into law, the bill would push back the age at which clients must start taking RMDs.

Top Senate Democrat Touts Annual Capital Gains Tax Ahead Of 2020

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Congressional Democrats have reintroduced a measure to apply an annual capital gains tax to savers and investors.

Manhattan Home Sales Drop To Decade Low For A First Quarter

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The new cap on federal state and local tax deductions may be dampening buyer sentiment in New York.

Tax-The-Rich Fervor Builds In Statehouses After Trump's Big Cut

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In the wake of large federal tax cuts, states are exploring new ways to target the rich with taxes.

Hedge Fund's Route To 30% Fees: Cash Advances To Hip-Hop Artists

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A small industry has grown around offering musicians - especially hip hop artists - high interest loans.

Beacon Pointe Acquires Heller Wealth With $390M In Assets

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It’s the Newport Beach firm’s 12th deal as it expands into the New York Tri-state area.

Whistleblowers Awarded $50 Million By SEC In JPMorgan Case

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One informants will get $37 million, the third-biggest payout in the history of the SEC’s whistleblower program.

Wells Fargo CEO Abruptly Steps Down, Succumbing To Its Scandals

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Wells Fargo & Co. CEO Tim Sloan gave in to critics and abruptly stepped down Thursday.

Moderate Democrats Look For Middle Ground On SALT Deduction Cap

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Two Democrats want to raise the cap on the amount of state and local taxes people can deduct.

JPMorgan, Nomura Job Cuts Add To Wave Of Pullbacks In Finance

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Automation and technology are replacing thousands of workers at banks and asset managers around the world.

GOP Tax Overhaul Helped N.Y. Democrat Gillibrand Enjoy Tax Cut

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Democrat Kirsten Gillibrand was helped by the GOP's near-elimination of the alternative minimum tax.

Democrats Love A Wealth Tax, But Europeans Are Ditching The Idea

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An annual tax on household wealth is an idea with deep roots in Europe.

JPMorgan Said To Cut Hundreds Of Jobs In Asset, Wealth Unit

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The bank is dismissing hundreds of workers in its asset and wealth-management division after a review.

Parents’ Long-Term Care Remains A Potential Liability For Children

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North Dakota recently amended a law requiring children to pay off parents' outstanding long-term care debt.

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