4 Strategies to Avoid Late-Payment Penalties After Filing an Extension
By Patrick MalloyPlans to address potential liability can be part of a holistic tax management strategy for clients and their advisors.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.
June 04, 2026
Rep in Hot Water Over Annuity Rider, Reverse Mortgage RecommendationsClayton K. Shum also engaged in undisclosed outside business activities and disclosed clients' personal information, FINRA states.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.
June 04, 2026
FP Alpha Launches Tax Snapshot 3.0The latest edition seeks to deliver tax return summaries and identify issues for human review.
June 04, 2026
5 Best 'Dividend Aristocrat' Stocks to Buy Now: MorningstarThese companies have increased dividends annually for at least 25 years.
June 04, 2026
Supreme Court Bolsters SEC's Power to Recoup Illegal GainsThe justices ruled unanimously Thursday that the regulator doesn't have to show investor harm to win disgorgement.
June 04, 2026
What the BD Industry Looks Like Now, in 6 ChartsThe number of reps rose for the fourth straight year as the number of firms continued to fall.