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The company has long been criticized for its lagging financial performance and its complexity. CEO Jane Fraser is pushing through Citigroup's most recent transformation plan, but will she succeed where her predecessors have failed?
April 7 -
Donald Trump's company's recent IPO, stock surge and decline are prime examples of what to watch for. Here are the three red flags that signal something is too good to be true.
April 3 -
A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2 -
The Senate Finance Committee held a hearing to discuss the Biden administration's recently unveiled budget and tax proposals, as tax experts try to predict what will happen after the election.
March 21 -
On Wall Street, investors welcomed the Federal Reserve's decision to hold interest rates steady on Wednesday.
March 21 -
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15 -
A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.
March 12 -
The president's 2025 budget proposal aims to deliver more services, middle-class tax breaks and price controls funded through higher taxes on the wealthy and corporations.
March 11 -
President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11 -
President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.
March 8