Congress Just Gave Independent RIAs A 20% Raise
Final reconciliation bill has the votes so it’s time to count the bullets we dodged and the opportunities ahead for everyone who works with wealth.
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Tax Plan Time Bomb Creates Huge Now-Or-Never Planning Opportunity
Senate version incentivizes selective loss harvesting now and duplication of investment accounts in the hereafter, provided of course it passes.
Get Working Rich Clients Ahead Of The Tax Cuts
Congress may be making up the details as they go, but that’s no reason to keep your bread-and-butter households in the dark on their planning options.
Wilbur Ross: Corrupt Accounting or Old-Fashioned Vulture Capitalism?
Paradise Papers hit the commerce secretary hardest, reopening old controversies he’d rather stay buried. Right or wrong, some things just look bad.
Advisors Should Steer Senior Clients to Compare Medicare Part D Plans
Financial advisors can help their older clients deal with the anxiety of medical costs by guiding them to re-shop their Medicare Part D plans.
Shady Deals Costing Paul Manafort Millions: "Laundered" Money May Break Him
Paul Manafort Trump campaign chairman gets escorted to jail and now faces even harder times with a liquidity crunch as assets are seized.
Will tax reform eliminate estate planning – or create additional opportunities?
As the Trump Administration nears the end of its first full year in office, the House and Senate are gearing up for a major overhaul of the tax system
