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Nov 11, 2024
Brian C. Smith, executive director with Eaton Vance, explains the benefits of tax loss harvesting through direct indexing.
Both US presidential candidates have promised to change the prevailing regime for companies, affecting their bottom lines.
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
A single-minded strategy of tax avoidance is often not in a client’s best interest.
Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference.
Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.
The provisions apply to IRA recipients outside the United States.
The agency is promoting its security PIN tool ahead of tax season.
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
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Oct 29, 2024
What the end of the Tax Cuts and Jobs Act of 2017 could mean for you.