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A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.
March 20 -
Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.
March 15 -
Nonprofit development and accounting departments are working toward the shared goals of sustainable growth and accomplishing their mission.
March 13Community Brands -
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8Arrowroot Family Office -
Plus, Baker Tilly solution helps find clean energy credits; and other updates from the accounting tech world.
March 8 -
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21 -
Who owns the business and who is going to run it are separate — but equally important — questions.
February 13Napier Financial -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
The American Institute of CPAs is asking the Treasury and the Internal Revenue Service to postpone the effective date of their final regs on donor-advised funds.
February 5