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New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
A dual Romanian-U.S. citizen has been fighting an IRS contention that he owes $2.7 million for failing to submit FBAR forms.
October 3 -
Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.
October 3 -
The SEC said Monday Kardashian was paid $250,000 to post on her Instagram account about EMAX tokens, a crypto asset offered by EthereumMax.
October 3 -
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Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.
October 3 -
Sheldon Whitehouse, D-Rhode Island, and Roger Wicker, R-Mississippi, introduced bipartisan legislation to put more responsibility on accountants and other financial professionals to safeguard against money laundering and other crimes.
October 3 -
Corporate jargon is annoying to many employees, and may even prevent prospective hires from applying to your organization.
October 3 -
Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.
October 3












