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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.November 7
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Why the explosive growth of taxable munis could be sustainableNovember 7
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Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.October 29
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Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.October 22
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The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.October 22
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Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.October 15
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Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.October 11
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The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.October 8
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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
