Offshore Tax Loophole Helps Americans Cheat IRS, Senate Says
By Neil Weinberg and David VoreacosLawmakers investigated after billionaire Robert Brockman was accused of hiding $2 billion in offshore trusts and corporations.
August 23, 2022
4 Insurers Each Sold More Than $5B in Non-Variable Annuities in Q2: LIMRAOverall individual non-variable annuity sales increased by $21 billion.
August 23, 2022
Georgetown Team Posts Retirement Planning GuideAdvisors could use the questions in the guide to get conversations started with clients.
August 23, 2022
Student Loan Relief Seen Costing Billions and Favoring Top EarnersForgiving student loan debt could cost between $300 billion and $980 billion over 10 years, according to Penn Wharton's budget group.
August 23, 2022
How an RIA Eases Clients' Worries on Volatility, Inflation, Health CareMelissa Weisz, a wealth advisor at RegentAtlantic, runs ThinkAdvisor through some common planning steps she takes with clients.
August 23, 2022
Leader of $310M Ponzi Scheme Involving Hundreds of Advisors Gets 10 Years in PrisonScott Kohn conspired with a vast network of advisors and agents to scam veterans and retirees, DOJ said.
August 23, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — FirmsThese 14 industry players are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 23, 2022
Debate: How Should the IRS Treat Excess Business Losses?Two professors discuss stretching the limits on these losses for two more years through the Inflation Reduction Act.