Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
SEC: House Insider Probe Involves Dozens of Funds, Firms
The SEC investigation of the House Ways and Means Committee involves some of the biggest advisors and hedge fund firms in the U.S.
Andy Friedman: Why Tax Reform’s Not Happening Anytime Soon
The Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
New Hire Roundup: Hedge Fund Association Names Regional Co-Directors
Also in new hires, Sen. Rob Portman, R-Ohio, announced that Zach Rudisill will assume the role of tax counsel on his staff.
Senate Finance Gears Up for Tax Reform Hearings
Upcoming committee hearings to look at education tax incentives, ID theft and taxpayer privacy.
House Panel Advances Tax Extenders Package
Bonus depreciation, also known as bonus expensing, allows all businesses to immediately deduct 50% of investment in equipment and software.
Ryan Budget Seeks to ‘Tighten’ SEC’s Belt
But SEC Chairwoman Mary Jo White told lawmakers the same day that there was "an immediate and pressing need" for more funding for advisor exams.
Senate Finance’s Wyden Set to Move on Tax Extenders
Chairman Wyden, determined to make this the “last time we do extenders,” hopes to use this chance “to reform the broken tax code.”
Providing Tax ‘Alpha’ to Your Clients: 21 Days of Tax Planning Advice
Our fourth annual monthly focus on tax planning advice can help you and your clients this tax season. Here’s what we’ll be looking at on ThinkAdvisor.