Estate Planning: Life Insurance and the Gross Estate of the Insured
Tax Facts experts answer questions like: What benefits payable at death are included in the term “life insurance” for estate tax purposes?
Them’s the Tax Breaks: These Expiring Write-Offs May Not Return
The question of extending a wide array of temporary tax breaks is knottier than usual, warns tax law expert Barbara Weltman.
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Standard Life to Buy Aberdeen in $4.7B Stock Deal
Aberdeen’s largest shareholder will support the all-share deal, which creates a $811 billion asset manager.
Businesses Salivate Over Trump’s Tax Ideas, but Will They Happen?
There’s been a lot of talk in Washington concerning “pro-business” tax cuts. What happens, and what it means to investors, remains to be seen.
FINRA’s 5 Biggest Fine Categories in 2016
Fines ordered by FINRA in 2016 shattered the self-regulator’s previous record from 2014, Eversheds Sutherland found.
3 Key Tax Rules Governing Typical Business Deductions
Tax Facts online experts explain what a business expense deduction is specifically and how to use it to your advantage.
Why the Market’s Great Expectations for Trump Are Overdone
Speakers at a BNY Mellon luncheon discuss why markets have priced in too much change too soon.
Securities America to Pay $1M Over Sales of MedCap Notes
Earlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
How Investment-Only Annuities Can Help Clients Save on Taxes
President Laurence Greenberg of Jefferson National talks to ThinkAdvisor about the commission-free investment-only variable annuities his firm pioneered.