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Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.
August 1
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With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.
August 1
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A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.
August 1
Wolters Kluwer Tax & Accounting -
Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.
August 1
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Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.
July 31
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A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.
July 31
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Wells Fargo joins Morgan Stanley, Merrill and Ameriprise in facing questions over its handling of clients' uninvested cash.
July 31
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The top state has a total tax burden of 12.02%.
July 31
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Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.
July 31
360 Privacy -
What happens when a client loses their sense of purpose and identity when they choose to retire?
July 30
