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Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.
August 25 -
The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.
April 29