IRS, Treasury Clarify QBI Tax Deduction
By Melanie WaddellNew final and proposed regs on several aspects of the QBI deduction make important clarifications, particularly involving real estate.
January 22, 2019
Payment Tech Supported by Kitces Raises $2M OnlineThe funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
January 22, 2019
5 IRS 199A Deduction Reg Questions, for Annuity SellersThe biggest question may be whether the 199A glossary will affect other IRS regs.
January 22, 2019
Skeptical About ESG? Don't Be. Here's WhyA new Amundi SA study shows out performance by ESG funds in recent years, and Nuveen, with $20 billion in ESG assets, affirms that finding.
January 22, 2019
UBS Q4 Results Miss Mark, Despite Boost in Wealth UnitThe advisors in the Americas average yearly fees and commissions rose 8% from 2017.
January 22, 2019
Life Insurance Is NOT a Financial Service: New IRS 199A Tax Deduction RegsThe new regulation should help insurance agents get a new 20% business income deduction.
January 22, 2019
Galvin Says Royal Alliance Failed to Supervise AgentThe Massachusetts' chief securities regulator said Royal Alliance failed to supervise an unsuitable investment made by one of the firm's agents.
January 22, 2019
Scottrade Wants Independent Officer in Galvin Fiduciary CaseThe case is currently being heard by a lawyer who was appointed by the Massachusetts Securities Division.