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Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.
March 6 -
Here's a look at seven mortgage lending trends that will shape the housing market this year.
February 25 -
With prices plateauing, the time to purchase a home could be now.
February 19 -
Exiting larger firms can result in unique issues that need to be carefully considered.
February 12
TruClarity -
Mortgage rates fell to their lowest level in 10 months, bringing good news for house hunters as spring's home buying season approaches, according to Freddie Mac.
February 8 -
Being a homeowner may not be the most cost efficient move in some areas.
January 15 -
A Manhattan real estate transaction is highlighting the shifting fortunes in global finance.
December 13 -
These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.
December 13 -
Clients can save an average of $2,500 off the sales price by striking at the right time.
November 27 -
Clients on the hunt for a new home may find they have more leverage at the negotiating table.
November 14 -
A housing bubble might be brewing in these 12 cities.
October 9 -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The race is one of several this cycle featuring candidates from the wealth management space.
September 18 -
Trends show people are buying homes further away from expensive cities.
September 18 -
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Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.
September 7 -
House hunters and sellers have been busy in these cities this summer.
August 27 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
Some cities do actually offer workers that ideal mix of affordability and short commute time if you venture just a little outside city center.
July 31 -
Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.
July 10
















