A Gift Tax Strategy for Business Owners to Consider Now
By Allison BellOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 24, 2024
$1B Group Joins LPL Financial From OsaicInvestment Advisors Financial Group has 22 advisors and is based in New Jersey.
July 24, 2024
MarketCounsel Announces 2024 Summit PlansThe RIA-focused event, led by Brian Hamburger, takes place in December in Las Vegas.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 24, 2024
Real Estate Market Is Broken for Everyone Except the Ultra RichHomes worth over $1 million were the only price segment with rising sales in June, Realtors say.
July 24, 2024
741 BDs Opt In to FINRA Home Office InspectionsOpt-ins are highest among large firm and represent 22% of the industry, FINRA says.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.