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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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Clients’ spouses may be hiding assets in any number of tax-related ways.September 3
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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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Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.August 24
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It’s not too early to start thinking about post-election tax planning.August 20
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U.S. Senator Bernie Sanders said he will introduce legislation to tax what he called the “obscene wealth gains” from billionaires during the coronavirus crisis.August 6
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Chairman & CEOUS Wealth Management LLC
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Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.July 13
