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The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.
December 2 -
Al-Nesha Jones envisioned a better busy season, and made it happen at her ASE Group
December 2 -
Court decisions have opened up a whole new world of tax worries for college student athletes.
December 2 -
Germany's top criminal court almost doubled the amounts a former CEO of a defunct bank and other ex-managers must repay.
December 2 -
Biden justified the pardon by saying that the case against his son was politically tinged, excessive and designed to break him.
December 2 -
States that do not assess the major taxes are more competitive than states with complex taxes with high rates.
December 2 -
J'accuse; just a little boost; independent thinking; and other highlights of recent tax cases.
November 29 -
The Treasury is warning Congress that it needs lawmakers to unlock funding for the Internal Revenue Service that could be rescinded due to legislative language.
November 27 -
By viewing time as a valuable asset — much like the financial assets you manage for clients — you can make better choices about how you invest your hours.
November 27The B3 Method Institute -
The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.
November 27