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Even as they look to ramp up acquisitions, funds are worried about the potential impact of these much-discussed taxes.
May 25 -
Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.
May 25 -
The goal of the offset market is to reduce emissions, but without clear accounting and strict regulations there’s a big risk of greenwashing.
May 25 -
President Biden releases his annual budget on May 27, a move likely to detail his plans to increase the capital gains tax rate and eliminate a lucrative benefit for inherited estates.
May 19 -
Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.
May 18 -
Chicago CPA Jeff Badu launches his own nonprofit to serve local youth, and the Indiana Society of CPAs holds its 2021 Spring CPA week.
May 14 -
There's a lot more to think about than just organizing their financial reports and getting their bills paid.
May 13CMA Exam Academy -
Three Democratic senators introduced legislation that would stop the tax breaks used by private equity money managers and others.
May 12 -
Financial executives are eyeing tax changes expected in the Biden administration, demands for more environmental, social and governance reporting, and diversity efforts.
May 11 -
Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.
May 11