In|Vest West 2018 Direct

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

An exceptional year for wealthy Americans, at least in terms of their financial health, just got better.

Hester Peirce will become the only GOP commissioner at the agency.

Advocates say they'll continue pushing for the write-off, but it is not widely popular.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

It's a nearly 20% overall increase in the funds.

Sean Bailey is the founder and chief executive officer of Performance Mapping Inc., a company focused on improving the performance of accounting firms through delivery centers and cutting-edge technology solutions. He has over 25 years of experience as a partner in a Big Four Firm including a role as an international leader of a delivery center and business transformation leader. Reach him at seanbailey@performancemapping.ca or (647) 649-8227.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.

Jane J. Wang is the CEO & co-founder of Optimity, an insurtech firm based in Toronto, Ontario, Canada. With nearly 20 years of combined experience in healthcare and technology, Jane believes success begins with being a good communicator and a better listener.