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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 11
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The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.
December 9 -
President-elect Donald Trump, who won the hearts and minds of millions of working-class voters, may help deliver a multibillion-dollar bonanza to Americas wealthiest families.
December 9 -
Donald Trump must confront major tax issues when deciding what to do with his real estate empire and other businesses in order to avoid conflicts of interest as he assumes the presidency.
December 8 -
Blucora announced a partnership with online portfolio advisor Financial Guard to provide Blucoras TaxAct customers with an integrated, automated advisory platform.
December 6 -
The American Institute of CPAs is asking the Internal Revenue Service and the Treasury Department to withdraw and, if necessary, re-propose their rules for the valuation of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.
December 5 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 2 -
Nonprofit accounting and business software provider Blackbaud reported a 20 percent increase in online donations during the annual #GivingTuesday campaign, held this year on November 29.
November 30 -
Some of the wealthiest families in the U.S. are hoping for a $21 billion benefit from President-elect Donald Trump next year.
November 30 -
Key best practices in running a PFP practice
November 28
