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Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.
December 12 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.
November 30 -
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.
November 16 -
Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16 -
Not-for-profit organizations are putting more emphasis on cutting costs as they face the prospect of donors giving them less, according to a new survey.
November 7 -
Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US last year, has acquired an $8.1 billion wealth management practice from BDO USA.
November 1 -
Significant tax and legal issues may be triggered with some types of estate planning arrangements.
October 10Goldberg & Goldberg -
Property-tax map; zero due meaning; partners' pay differences; and other highlights from our favorite tax bloggers.
September 26