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Lisa Tavares is co-chair of the Business Division and a partner in the Tax and Wealth Planning Practice at Venable LLP.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

Susan Rider is vice president of employee benefits and human capital strategies at Gregory & Appel Insurance.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Al Dente is Trimble Manhattan’s FASB/GASB/IASB product manager. He previously served as a director at the Massachusetts State Comptroller’s Office, audit manager at one of the Big Four accounting firms and the global lease accounting director for a premier global record and digital storage firm.

It’s the sixth team to join JPMorgan Chase’s boutique brokerage in 2019.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.