Practice

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

The credit rating agency cut its ratings on four of the biggest U.S. banks after deciding the government would be less likely to help them repay creditors in a crisis.

The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Javier Martin-Artajo, the former JPMorgan Chase banker accused of helping hide trading losses that eventually surpassed $6.2 billion, told a Spanish judge he opposes extradition to the U.S.

Finra's Watch Over Funds

The firm is seeking regulatory approval to make financial advisors dual employees of its bank subsidiary in addition to the broker-dealer as it increases mortgage lending, a person briefed on the matter said

The well-heeled are worried because they know their children can’t handle the money they’re going to inherit—so you need to teach them how.

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.

Many clients believe there will come a time when estate tax is again a concern and liquidity will be needed.