This Type of SALT Cap Workaround Is Not OK, Appeals Court Confirms
By Robert Bloink and William H. ByrnesCourts have upheld the IRS' position prohibiting charitable contribution-for-credit programs designed to offset cap effects.
January 12, 2026
10 Healthiest States in America: 2026Researchers used 99 data points, from doctor availability to excessive drinking rates to economic health.
January 12, 2026
Ex-Advisor Ordered to Pay $37M in Restitution for Bank Loan SchemeJesse T. Hill of Nebraska already was sentenced to five years for conspiracy to commit fraud.
January 12, 2026
Edward Jones Meets Pledge to Expand Advisor Profit AwardsA regulatory filing shows the expanded limited partner strategy, announced in November, is now in effect.
January 12, 2026
FINRA Plans to Beef Up Fraud RulesThe regulator is seeking feedback on ways to modernize its regulations as scams rise.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.
January 12, 2026
Top 10 Global Cities for the Ultra-Wealthy: 2025By 2040, Altrata’s research indicates, Generation Z and millennials will comprise nearly 35% of the global rich population.
January 12, 2026
Tax Filing Season Opens Jan. 26A delay until February had been anticipated due to changes related to the One Big Beautiful Bill Act.