Recent years’ tax acts don’t change trader tax status (TTS), Section 475 MTM accounting, wash-sale losses on securities, or the tax treatment on financial products, including futures (Section 1256 ...

You may need an estate-planning lawyer for parts of your estate plan, but your first conversation should be with your financial advisor. Your financial advisor knows you and your money. He or she can ...

The couple had been married 35 years, but when the wife passed away, a portion of her estate was inaccessible to her husband. The wife had set up an investment account 40 years ago, before their ...

Many estate planning strategies involve leveraging low interest rates in order to transfer the appreciation of an asset to beneficiaries free from transfer taxes. Generally, these techniques enable ...

ANAHEIM HILLS, Calif., Dec. 6, 2022 /PRNewswire/ -- Alex Goldberg, CFP ® and Kevin Campbell, CFP ® recently broke away from a large Broker-Dealer in the financial industry to found Periscope Wealth ...

OTTAWA, Ontario--(BUSINESS WIRE)--Kinaxis® Inc. (TSX: KXS), the authority in driving agility for fast, confident decision-making in an unpredictable world, was named a Leader in each of the following ...

Financial Planning started its print year off with a look at the role private equity is playing in wealth management, and then the rise of direct indexing. Along the way, we covered tech priorities, ...

ATLANTA--(BUSINESS WIRE)--Logility, Inc., a leader in supply chain innovation powering the sustainable and resilient enterprise, has been positioned as a Leader in four IDC MarketScape reports for ...

In the fall of 2022, UMass Lowell began a new strategic plan under the leadership of its new chancellor, Julie Chen. In addition to academic and research initiatives, this strategic plan will include ...