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RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024
Bitcoin (BTC-USD) crashed over 13% on Thursday, sinking below $64,000 to touch its lowest levels since October 2024 as a steep sell-off accelerated.
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The Other Side Of The Bitcoin: Estate Planning Opportunities With Cryptocurrency
Virtual currency, such as Bitcoin and other cryptocurrencies, is a relatively modern asset class with unique characteristics that present novel tax is
Financial Considerations For LGBTQ Couples As They Age
Advice on estate planning, elder fraud, Social Security and long-term care
The Kaestner Case and the New Emphasis on using Non-Grantor Trusts to Save State Income Tax
The Kaestner decision, at a minimum, is a wake-up call for all estate planners who haven’t been doing any state income tax planning for their clients.
Great Western to Purchase Trust Assets of Independent Bank
Great Western Bank entered into an agreement to purchase and assume the management of the trust assets of Independent Bank acquired through its acquis