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There are 20 states that have sovereign wealth funds, generally funded by commodities or land, that might serve as models.
February 4 -
At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.
February 3 -
Millions more taxpayers will be receiving the Form 1099-K in the mail this year for the first time if they were paid $5,000 or more last year.
January 31 -
The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.
January 29 -
The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.
January 28 -
Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.
January 27 -
They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27 -
The IRS kicked off tax season facing a hiring freeze imposed by President Trump in an executive order and uncertainty over $20 billion in budget cuts.
January 27 -
Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.
January 24 -
Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.
January 23