Newsom Pitches Software Tax to Raise Billions in New Revenue
By Eliyahu Kamisher and Andrew OxfordThe plan could raise $1.1 billion in state and local tax revenue in the upcoming budget year.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 14, 2026
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Should Your Client Take Their RMD in Stock?Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 13, 2026
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How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
Schwab Plans to Use AI to Boost Service for Clients With Less Than $1MAI will enable Schwab to provide "some of the same personalized insights" wealthier clients get, says CEO Rick Wurster.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 13, 2026
10 Ways to Speak the Language of the WealthyWhen the wealthy do business, they like to feel they are working with "one of their own."