IRS Warns on Opportunity Zone Fund Filings
By Melanie WaddellTaxpayers who may need to take additional actions should begin receiving letters in the mail this month.
April 12, 2022
Kitces Offers Discounted Speaking Fees for FPA ChaptersKitces Speaking will provide discounted rates for speakers like Jeffrey Levine, Meghaan Lurtz and Kitces himself.
April 12, 2022
Workplace Permanent Life Sales DoubleThe number of new term life benefits users climbed 14%.
April 12, 2022
Vanguard, American Express Launch Advice Service for CardholdersINVEST for Amex by Vanguard gives clients with over $100,000 unlimited phone calls with advisors.
April 12, 2022
LPL CEO's Pay Rises 77%Despite the pay bump, Dan Arnold's pay is considerably less than CEOs at rival firms including Morgan Stanley.
April 12, 2022
2023 Social Security COLA Estimate Rises to 8.9% as Inflation ClimbsThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
April 11, 2022
Maryland Adopts NAIC's Annuity Sales StandardsWisconsin's governor already has a suitability bill on his desk.
April 11, 2022
Wells Fargo Appeals Arb Ruling Struck Down in CourtThe findings in the judge's order "are false and wholly unsupported by the record," Wells Fargo Advisors states.