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The UJA-Federation of New York will cite the tax expert for his 50 years of dedication to its Estate Tax & Financial Planning Conference, expressing its appreciation for the knowledge, energy, and commitment he has invested each year9h ago
Freelance writer -
The 2017 Republican tax overhaul in the U.S. could provide relief for billionaire art collectors stung by the expiration of another major tax break.September 13
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The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.September 12
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The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.September 12
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Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.September 10
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The company is bringing together its tax-focused wealth management divisions.September 9
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Now a few of them have latched on to a generous new federal benefit for investing in lower-income U.S. communities.September 6
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Tax services segue naturally in to wealth management and financial planning services.September 4
Chairman & CEOUS Wealth Management LLC
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The move would slash the tax payable on any asset that’s appreciated in value over a lengthy period of time.August 30
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Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.August 29
