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They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.January 17
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The Internal Revenue Service and the Treasury Department are offering a safe harbor to provide relief to taxpayers who borrowed money to attend a nonprofit or for-profit school and had their student loan debts discharged.January 16
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For the owner of a multimillion-dollar company, selling by the end of 2020 could result in a much smaller tax bill than striking a deal in 2021 under new rules.January 14
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Consumers in 2019 were more likely to say plans to hike taxes on the wealthy would harm economic growth than they were in prior years, despite it being a key campaign pledge for nearly every Democratic presidential candidate, according to a new University of Michigan survey.January 10
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PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.January 7
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Here’s a look at the most significant decade for the fastest-growing giving vehicle.January 6
President and CEONational Philanthropic Trust
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The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.January 3
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Teach clients to avoid the end-of-the-year rush to make the most of their donations.December 31
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Everyone benefits from a well-thought-out plan, including staff and clients.December 30
Chairman & CEOUS Wealth Management LLC
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Tax pros share what they and their clients think about the proposed tax on the rich.December 30
