Practice

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

It’s not easy, but advisors who believe they were wronged can request their records be expunged, an expert says.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

The regulator outlined the top priorities for 2018 examinations.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

The advisor claimed the bank placed a slanderous statement in his form U5, preventing him from finding a new job.