Charities Get a Carve-Out in Obama’s SOTU Tax Proposals
Obama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.
12 Key Insights for Financial Advisors and Clients
Marketing and communication between clients and advisors depends largely on use of marketing tools that vary by age and affluence, EY finds.
Invest in Others Is Now Taking Advisor Award Nominations
Invest in Others will take names through April 15, and the nonprofit is expanding its work for and with FAs, chairman Bill Dwyer says.
Student Debt Could Be Discharged in Bankruptcy Under New House Bill
Meanwhile, college savings proponents are rebelling against one of Obama's college-related proposals.
Obama Signals Support for DOL Fiduciary Redraft
As both sides gird for battle over the DOL measure, expected to be released any day now, the White House appears ready to lend support.
10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
Swiss Franc Move: What Does It All Mean?
The surprise decision by the Swiss National Bank demonstrates how suddenly and unexpectedly major market moves can occur.
Charity Watchdog Scores Victory on Access to Nonprofits' Tax Forms
A federal judge has tentatively ruled in favor of an open-records activist who had sued the IRS to make nonprofit tax forms more accessible.
Got a Tax Question for the IRS? You’re in for a Long Wait
Thanks to budget cuts, the IRS is likely to leave more than half of calls unanswered this year, according to the agency's taxpayer advocate.
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.