by
Jennifer Lea Reed
For the first time in a long time, advisors may soon have to help clients make painful retirement choices.
by
James Picerno
There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.
by
Ben Mattlin
Changes in inflation and interest rates are making people re-evaluate estate planning decisions.
by
Jeff Stimpson
Working from home doesn't always protect employees from being taxed by the state in which their company is located.
by
Tracey Longo
Some states treat debt forgiveness as taxable income, according to foundation analysts.
by
Alice Kantor
Some banks refuse to open accounts for U.S citizens at all because of American reporting requirements.
by
Paul R. Samuelson
Ask clients with excess IRA assets about where they want their money to go.
by
MacKenzie Hawkins
The number of states that saw year-over-year declines increased to 25 in June from 16 in May, the Urban Institute said.
by
Jeff Stimpson
The volatile market should be a consideration during year-end tax planning, advisors say.
by
Christopher Condon
New funding will “transform the IRS into a 21st century agency,” Yellen said.
by
Jeff Stimpson
But advisors say clients need to carefully consider their use in an overall tax strategy.
by
Laura Davison, Nancy Cook
Charles Rettig's term expires in November. The names of his possible successors are closely held secrets.
by
Christopher Condon
Janet Yellen said the Biden administration could brag about its fiscal stimulus and growth measures.
by FA Staff
PM Wealth, based in New York City, will continue to operate under its own name after the deal, the companies said.
by
Jeff Stimpson
Working from home doesn't always protect employees from being taxed by the state in which their company is located.
by
Tracey Longo
At least 13 states are not bound by law to fully uphold the federal tax exemption when it comes to state tax.
by
Edward Hayes
Recent research shows a surge of interest in holistic financial management and advice.
by
Hannah Shaw Grove
Keep these trends in mind if you want to help wealthy donors turbocharge their impact.
by
Tony Davidow
The next 10 years are likely to be very different from the last 10 years.
