Portfolio

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

Vanguard Races Ahead

Managed Accounts Growth Faster for ETFs than Mutual Funds

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.

The Next Stage in the Evolution of Liquid Alternatives

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.

Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.

BofA Survey Finds Confidence in Global Economy Restored