November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 19, 2024
FINRA Fines CUNA Brokerage Services Over Deleted Rollover RecordsThe BD inadvertently deleted 14,000 records, violating Reg BI, FINRA says.
November 15, 2024
Trump's Win Made States' New Annuity Sales Rules a Big DealRegulators will talk in Denver next week about how the new Reg BI-like laws will really work.
November 13, 2024
No More Waivers: IRA Beneficiaries Must Take RMDs in 2025The IRS has been clear that additional taxpayer relief will not be forthcoming around these distributions.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 12, 2024
What the GOP's Tax Plan Might Actually Look LikeThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
November 12, 2024
Jeremy Siegel Sees Bull Market Charging Into 2025But investors should watch developments on tariffs and the federal budget deficit under Donald Trump, the economist says.