IRS Offers Relief for Micro-Captive Insurance Transactions
By Elizabeth FestaMicro-captive schemes have been consistently listed on the agency's "Dirty Dozen" list of tax scams.
September 17, 2019
Raymond James to Pay $15M to SEC for Improper ChargesThree units improperly charged advisory fees on inactive client accounts and charged excess commissions for UITs, the SEC said.
September 17, 2019
FBL Chief Executive to Retire Early Next YearJim Brannen has been with the company for 29 years.
September 17, 2019
Medicare Surcharge Changes: What Advisors Should KnowThe changes, effective in 2020, bring good news and bad news for retirees, says Ron Mastrogiovanni of HealthView Services.
September 16, 2019
Life Insurance Awareness Starts at Home: Idea FileA life insurance distribution veteran says agents should start by trying to protect the people they love.
September 16, 2019
IRS Offers Some Micro Captive Users 'Limited Settlement Offers'Taxpayers who have not received the letters 'are not eligible for this resolution,' officials say.
September 16, 2019
SEC Fines Prudential Units for Misleading Fund BoardsThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 16, 2019
Ex-Dynasty Exec Scott Welch Joins WisdomTreeAs CIO of model portfolios, he will head the firm's asset allocation team and investment committee.