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Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14 -
Sid Saxena is the co-founder and CEO of
Docyt , an AI-driven accounting software focused on helping small-business owners significantly reduce operating costs and eliminate issues associated with manual and high-risk back office tasks. Docyt software's AI-powered data extraction, auto categorization and auto reconciliation makes enterprise-level accounting automation solutions affordable and accessible to small and mid-sized businesses.September 14 -
Shagun Malhotra is the founder and CEO of Skystem. A CPA, CIA and an experienced auditor and process consultant, she started her career in public accounting and has worked in Fortune 100 companies such as Marriott and Freddie Mac. Her work focused primarily on internal controls and risk mitigation in both the international and domestic arenas. She has been a speaker for Fast Trac, a Kauffman Foundation program.
September 14 -
Taxpayers are concerned the extra $80 billion will lead to more tax audits.
September 14 -
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A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.
September 14 -
Old rules of thumb on spending are being tested by the tough economy and soaring rents.
September 14 -
Marisa Tashman Coppel is policy counsel at the Blockchain Association.
September 14 -
With a prediction of a historically high Social Security COLA, some worry about tax consequences
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