8 Overlooked Tax Deductions and Credits
By Roger WohlnerThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 12, 2025
Jeffrey Gundlach: 10 Market, Economic Predictions for 2025 and BeyondThe DoubleLine CEO sees a reversal in U.S. market exceptionalism.
March 12, 2025
12 States With the Highest Property Taxes: 2025Some states' residents face the double whammy of high tax rates and high property values.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 06, 2025
The IRS Dirty Dozen: Beware of These 12 Tax Scams in 2025From texting scams to fake tax credits, there's a lot for advisors and clients to watch out for.
March 04, 2025
12 States With the Lowest Property Taxes: 2025These locales have the lowest tax bills on a median-priced home for the area, WalletHub finds.