How Your Clients Get Taxed on Sold Life Insurance
By Lucas SiegelIf the seller gets a good price, some of the proceeds may be taxable.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 08, 2024
11 Hot Takes on Portfolio ManagementYou should be able to save clients more in taxes than you charge in fees, Smartleaf's president says.
March 08, 2024
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund FeesThe firm hopes to limit the damages it must pay to between $5 million and $24 million.
March 08, 2024
House Passes Accredited Investor BillThe House also passed a bill requiring the SEC to allow the electronic delivery of documents.
March 08, 2024
Trump Arranges $91.6M Bond to Appeal Carroll VerdictHe's also been ordered to pay $454 million for inflating his net worth by billions of dollars a year to get better loan terms.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 08, 2024
No Changes Coming to Reg BI: SEC ChiefThe next front in the SEC's war on conflicts of interest is the controversial predictive data analytics rule.