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Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.
September 3TrustLife Insurance Management -
Advisors share a tax trick that allows professionals to build seven-figure retirement plans.
August 17 -
Nine CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.
August 5 -
It’s important to have intergenerational conversations with clients and their families.
August 2Napier Financial -
Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20 -
The Internal Revenue Service ended a strategy for examining high-income taxpayers in 2017 and switched to another strategy that brought in far less tax revenue in the next few years.
July 12 -
The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.
July 9 -
The former Microsoft CEO was cited in a ProPublica story that showed how billionaires use ownership of sports teams to lower their tax obligation.
July 8 -
Why your clients probably need a financial planning audit.
June 29Napier Financial -
The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.
June 10