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Which Tax Hikes Are Most Likely?
By Melanie WaddellTax measures floated by President Biden and lawmakers prompt a hot debate; tax experts Greg Valliere and Allison Hutchins weigh in.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
April 16, 2021
Morgan Stanley's Record Quarter Stained by Archegos CollapseThe Archegos disclosure leaves Morgan Stanley as the only major U.S. bank to be nursing losses from the flameout of Bill Hwang's family office.
April 15, 2021
SALT-Cap Repeal Gains MomentumHouse members are forming a bipartisan group to push for a repeal of the $10,000 cap on state and local tax deductions.
April 14, 2021
Bernard Madoff, Mastermind of Giant Ponzi Scheme, Dies at 82The Manhattan investment adviser promised stellar returns to his A-list clients and instead defrauded them of more than $19 billion.
April 13, 2021
IQ-EQ to Acquire $1.9B Private Wealth Firm in South DakotaThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.
April 09, 2021
$2B Advisory and Asset Management Firm Opens in LAAudent Capital Partners is operating as two separate companies: Audent Family Wealth Advisors and Audent Global Asset Management.
April 02, 2021
What Biden's $2T Infrastructure Plan Means for TaxesAlong with higher tax rates on corporations, Biden will focus on high-income earners to help fund the plan, attorneys say.