New Bill Seeks to Curb Use of Trusts for Estate Tax Dodging
By Melanie WaddellThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.
May 11, 2026
SEC Moves to End 'Gag Rule' Criticized by Musk and CubanThe White House is reviewing a plan to end the SEC's no admit/no deny rule.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 11, 2026
Trump Floats Temporary Gas Tax HaltHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 11, 2026
Yardeni Confident in S&P 500 Eclipsing 8,000Strong first-quarter earnings prompted the chief investment strategist of Yardeni Research to boost his prediction.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.