To best protect clients (and advisors), taxpayers must file gift tax returns disclosing both gifts and non-gifts.
Money managers have until the end of the year to pay taxes on fees they earned from investors in offshore funds and had deferred payment on.
EventShares launches political party ETFs, Feucht Financial joins Woodbury Financial Services and Allied World launches insurance Vault.
Not merely adding insult to injury
Take steps to protect attorney-client privilege.
Sponsored Content
Oct 17, 2017
A holistic approach to longevity planning allows advisors to build better relationships with female clients and help them achieve lasting stability in retirement.
Insured losses from the California wildfires will total billions of dollars for vintners, home owners and other entities.
