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From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27 -
Taxpayers can no longer get away with 'substantial compliance' — they need to have their 'contemporaneous written acknowledgements' in order.
November 22 -
With the end of the year just around the corner, now is a great time to discuss tax planning with your clients.
November 22Hayden Nelson & Yoder -
Sam Bankman-Fried's failed FTX empire filed for bankruptcy on Nov. 11, potentially creating more than a million creditors and convulsing crypto.
November 21 -
When market investors suffer losses — or get taken for a ride — they're often eligible for a tax write-off to soften the blow. Users of the bankrupt crypto exchange FTX won't be so lucky.
November 18 -
The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.
October 28 -
A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.
October 25 -
Eric Adams released his 2021 tax returns on Friday, six months after he pledged to provide the public with the information.
October 14 -
The government is requesting responses on implementing the Inflation Reduction Act's climate proposals by Nov. 4 or sooner.
October 5