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The tax hike will fund rebates for about 800,000 middle-class households.September 17
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The right communication strategy and strong deliverables are key.September 9
Chairman & CEOUS Wealth Management LLC
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Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile yearsSeptember 8
CFP, Senior Investment ConsultantCommonwealth Financial Network.
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My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.September 7
PartnerWithumSmith+Brown PC CPAs
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Clients’ spouses may be hiding assets in any number of tax-related ways.September 3
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It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.August 31
Founder and CEOProquility Private Wealth Partners
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Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.August 28
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Depending on the economy and the election, they could be on the chopping block as soon as 2021.August 26
Managing Director, Wealth StrategistCresset Asset Management
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The U.S. Treasury Department still has yet to tell companies how to handle President Donald Trump’s order delaying the due date for employee payroll taxes, leaving major employers like Walmart Inc. in the lurch.August 26
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The IRS is reminding taxpayers about the CARES Act’s waiver of required minimum distributions for 2020.August 24
