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Latest Senate Spending Plan Includes $1.5T in Tax Hikes
By Laura DavisonThe measure doesn't include any expansion of the state and local tax, or SALT, deduction, despite weeks of negotiations.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
December 08, 2021
The World's 17 Youngest BillionairesThinkAdvisor sorted through Forbes' Real-Time Billionaires ranking to find those who are 31 year of age and younger worldwide.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 03, 2021
Crypto ETFs and Other Ways to Invest in Digital AssetsA Bitcoin ETF isn't coming anytime soon. Here are the pros and cons of other ways to invest in cryptocurrency without buying coins directly.
December 03, 2021
15 Swanky Luxury Gifts for 2021Here's what to get for that person, or dog, on your list who has everything — assuming you have some cash lying around.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.