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Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.
March 5 -
There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.
March 4 -
The president will advocate plans to increase taxes on the wealthy and corporations as well as to lower prescription drug prices in his speech next week.
March 1 -
One high point of the trial was the testimony of Oliver North, who said that in 2019 he pushed for an outside audit of the NRA's finances but longtime leader Wayne LaPierre refused.
February 26 -
The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.
February 23 -
The agency will begin three to four dozen new audits this spring to see if inappropriate deductions were made.
February 22 -
The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21 -
The Internal Revenue Service will be scrutinizing the use of corporate jets, focusing on big corporations and partnerships, as well as high-income taxpayers.
February 21 -
SALT benefits; taxing blockchain tech; how to onboard; and other highlights from our favorite tax bloggers.
February 13 -
The legislation is still tied up in the Senate, as senators seek changes in some of the provisions, such as the expanded Child Tax Credit.
February 12