The Latest

  • Tax

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

    December 20
    Homes in Perth Amboy, New Jersey, U.S., on Tuesday, March 30, 2021. The U.S. economy is on a multi-speed track as minorities in some cities find themselves left behind by the overall boom in hiring, according to a Bloomberg analysis of about a dozen metro areas. Photographer: Gabriela Bhaskar/Bloomberg
  • 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.

    December 20
    business meeting financial adviser
  • It's a nearly 20% overall increase in the funds.

    December 20
    etf-outlook.jpg
  • 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.

    December 20
    Bailey-Sean-Performance Mapping Inc.
  • Tax

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

    December 20
    GREENWICH, CT - SEPTEMBER 15: A pedestrian walks down a main shopping street in the wealthy town of Greenwich where in 2006 the median price for a single-family home was $1.7 million on September 15, 2010 in Greenwich, Connecticut. In the run-up to midterm elections congress is debating extending the Bush tax cuts on the wealthy. President Obama and most Democrats are advocating that current tax cuts, set to expire shortly, extended for the middle class only, or those making less than $250,000. (Photo by Spencer Platt/Getty Images)
  • 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.

    December 20
    Jane J. Wang
  • Rupak Ghose is chief operating officer of Galytix.

    December 20
    Rupak Ghose, Chief Operating Office of Galytix
  • At Tractable, Jimmy supports the North American leadership in driving the adoption of Tractable's artificial intelligence products. Spears joined Tractable after 30+ years working in the insurance and automotive industry, where he led USAA's auto claims experience and global auto physical damage operations and strategy, and the Strategic Initiatives team at Farmers Insurance. He also served 13 years in the US Army and is a combat veteran of Operation Desert Shield/Desert Storm.

    December 20
    Jimmy Spears
  • Taylor Goucher is the chief operating officer of Connext Global Solutions.

    December 20
  • Bhushan Sethi is the joint global leader of PwC’s People and Organization practice.

    December 20