Senate Finance Allows Public Comments on Tax Reform
Interested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
These Are the 12 Top U.S. Metro Areas for HNW Prospects
Where can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
U.S. Charitable Giving Will Grow by 4.8% in 2015: Study
The causes for expected increases in 2015 and 2016? Rising personal income and growing household and nonprofit assets.
Emerging Wealthy Aren’t at All Like Current Millionaires. Or Are They?
A more ethnically and gender-diverse group of wealthy Americans wants what today’s wealthy want, but aren’t sure advisors want them.
5 Tips for Saving for College in 2015
While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
IRS Wants Your Advice About Obamacare Cadillac Plan Tax
The value limits can be adjusted even in 2018.
6 Big Insights From Ultra-Wealthy Investors: Tiger 21 Conference
Paul McCulley, Goldman's Jeffrey Currie and more presented to investors at Tiger 21's exclusive annual gathering.