The Latest

Wien’s annual list of surprises calls for stocks to sink nearly 20% in 2022.

Steven A. Horowitz, JD, MBA, concentrates his practice on areas of income and transfer tax planning for closely held businesses and their shareholders, estate planning, business succession planning for business owners and their businesses, life insurance and asset protection planning including private placement life insurance, (PPLI), non-qualified deferred compensation planning, etc. Over 35 years he has combined the use of creative tax planning strategies with alternative asset investing in a tax-efficient manner while creating strategies and estate planning concepts with PPLI.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

Relationships, simplicity and a little hard work can go a long way.

The midsize wealth manager racked up millions of dollars in sales of an alternative product without adequate due diligence, according to FINRA.

Santiago Landazuri is an employee benefits consultant and assistant VP at USI Insurance Services.

Like their cryptocurrency cousins, non-fungible tokens are generating market interest, and tax confusion.

Wall Street’s push to refill office towers across the country has been derailed again.

Spending down savings is a challenge for many in older age