Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27 -
Advisors who leave wirehouses face key tax considerations to become successful RIAs.
April 23 -
Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.
April 20 -
Wealthy retail matriarch Beverley Schottenstein will accept less than the $10 million that FINRA ordered her two grandsons, former JPM brokers, to pay her for mismanaging her money.
April 16 -
Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.
April 14 -
Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.
April 9 -
Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.
April 6 -
Over half of individuals making at least $100,000 a year will save a chunk of their tax refund this year.
April 1 -
Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.
March 30 -
Yet another IRS change to tax rules amid the COVID pandemic is complicating tax-planning opportunities for financial advisors this filing season.
March 23 -
A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.
March 19 -
“Even the easy returns are not simple right now,” a CPA says.
March 16 -
Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.
March 11 -
It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.
March 11 -
The RIA picks up 1,300 clients with $780 million in assets, underscoring feverish consolidation among wealth management firms.
March 10 -
Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season
March 9 -
Some familiar names top the list for these investors who kept about 35% of their brokerage assets in equities.
March 4 -
A powerful financial boost in the new pandemic bill combined with tax rules may result in a stimulus check windfall for some young adults.
March 2 -
Bitcoin and other digital currency investors face tax headaches and IRS scrutiny this filing season.
February 26 -
A COVID-wrecked economy has changed the calculus for some financial planners.
February 23
