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Donor-advised funds grow in popularity thanks to tax reformNovember 12
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Moderate Democrats in Congress are crafting viable alternatives to Elizabeth Warren’s wealth tax, amid increasing concerns that her soak-the-rich strategy won’t pass even if the party captures both chambers of Congress in 2020.November 8
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Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.November 8
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With two of the leading presidential candidates competing to promote sweeping tax hikes on the ultra-wealthy, two other Democrats are advancing a more modest surtax on high incomes that supporters say has a better chance of actually becoming law.November 7
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Approximately 50 percent of taxpayers made at least one change in their charitable giving strategy in response to the Tax Cuts and Jobs Act, according to a new survey.November 7
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The Internal Revenue Service issued its annual inflation adjustments for retirement plans.November 6
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Two Volunteers of the Year and 15 CFFs and ABVs were highlighted for their achievements during the 2019 AICPA Forensic and Valuation Services Conference in Las Vegas.November 5
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The Democratic presidential hopeful rolled out a wide-ranging menu to fund her multi-trillion-dollar Medicare for All plan, a defining moment that fleshes out her vision to remake one-fifth of the U.S. economy.November 1
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Chairman & CEOUS Wealth Management LLC
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Rep. Jimmy Gomez, D-Calif., introduced legislation Friday modeled after the estate tax bill sponsored in the Senate by Sen. Bernie Sanders, I-Vt.October 25
