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Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.
8h ago -
The reality is that traditional 'one and done' software training is insufficient.
March 15Apty -
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15 -
Financial advisors and tax pros say the exemption poses a lot of complexity — and substantial savings. But it could go away at the end of next year.
March 14 -
A Brazilian-American businessman who lives in Florida was charged with using Credit Suisse Group AG, UBS Group AG and other Swiss banks to hide more than $20 million in assets from U.S. tax authorities over 35 years.
March 12 -
The president's 2025 budget proposal aims to deliver more services, middle-class tax breaks and price controls funded through higher taxes on the wealthy and corporations.
March 11 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11 -
Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.
March 11 -
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8Arrowroot Family Office