Biden Tax Proposal Would Kick In at Over $500K for Couples
By Josh Wingrove | Laura DavisonThe new top 39.6% tax bracket, proposed in the American Families Plan, would encompass less than 1% of taxpayers, says a White House official.
April 29, 2021
Your Team's Communication Problems Can Kill Your FirmA lack of clear communication lines can lead to confusion and overwhelm staff.
April 29, 2021
Carson Group Seeks to Sell a Minority StakeCEO Ron Carson insists, though, that the RIA doesn't "want to end up being sold to Goldman Sachs."
April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 28, 2021
Mariner Wealth Sells Small Stake to Private Equity FirmLeonard Green & Partners' investment will help the RIA "continue our expansion and hiring of talent" said Mariner CEO Marty Bicknell.
April 28, 2021
What Advisors Think of Biden's $1.5T Tax Plan"Should these proposals prevail in Congress, financial planners will be more valuable than ever," one advisor told us.
April 28, 2021
JPMorgan: All U.S. Employees to Return to the Office By JulyBank of America, meanwhile, plans to send workers back by Labor Day.
April 28, 2021
Biden Unveils $1.8T Family Plan, Tax Hike ProposalsNotably, the plan does not include an estate tax increase or an expansion of the SALT deduction.