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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26 -
An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.
April 25 -
Accounting Today is in the midst of surveying CPA firms with wealth management practices for this year's 'Wealth Magnets' ranking.
April 23 -
Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
Crete Professionals Alliance added Reid Tax & Advisory Services; and Financial Independence joined Level Four Financial.
April 10 -
The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5 -
Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2 -
A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2 -
Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.
April 1 -
A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.
March 20