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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 -
Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.
March 15 -
Nonprofit development and accounting departments are working toward the shared goals of sustainable growth and accomplishing their mission.
March 13Community Brands -
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8Arrowroot Family Office -
Plus, Baker Tilly solution helps find clean energy credits; and other updates from the accounting tech world.
March 8 -
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21 -
Who owns the business and who is going to run it are separate — but equally important — questions.
February 13Napier Financial