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Exencial Wealth Advisors, a wealth management firm based in Plano, Texas, has acquired San Antonio, Texas-based Netting & Pace, CPAs, an accounting and wealth management firm.
April 13 -
When one dies owning commercial or rental residential real estate, a cost segregation study can be a highly effective tool for reducing the estates tax burden.
April 12 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
April 10 -
The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.
April 6 -
Leaked files from a Panama law firm that creates shell companies show that politicians, criminals and celebrities worldwide have used banks and shadow companies to hide their finances, according to a series of reports by the International Consortium of Investigative Journalists.
April 4 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
April 1 -
Some time ago I had breakfast with a client who was not able to make ends meet but was fortunate to have his brother-in-law send him monthly checks so he and his wife could get by without any pressure.
March 28 -
A half-hearted approach is not enough for these services
March 28 -
While it has been around in a variety of forms since 1993, the exclusion for Qualified Small Business Stock Gains under section 1202 of the Tax Code didnt really come into its own as a tax benefit until the exclusion rate increased to 100 percent in 2010.
March 24 -
Joe DeSilva of ADP explains how accountants can help their small business clients set up a retirement plan, in an interview with Dan Hood of Accounting Today.
March 24
