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The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.
March 3 -
The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.
February 25 -
Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.
February 7WithumSmith+Brown PC CPAs -
Understanding how gifted money will impact the student’s FASFA is critical.
January 11 -
The past year raises a number of questions for the next 12 months.
January 6Napier Financial -
These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.
January 4Horowitz and Rubenstein LLC -
The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.
December 20 -
After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.
November 30 -
Your clients’ lives aren’t limited to 9-5.
November 30Napier Financial -
Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16