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 ...

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 ...

The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine, Kitces.com's lead financial planning nerd and also Buckingham Wealth ...

Rafael is CEO & co-founder of Wealth, a financial technology startup modernizing estate planning by making it dynamic & accessible for all. You know you need an estate plan, but you’re not alone if ...

As the year is drawing to a close, we offer you some general advice regarding year-end planning and updated inflation-adjusted figures for 2023. In 2022, the annual exclusion amount is $16,000 per ...

A behavioral finance trailblazer breaking down what it means to be an extremely rational — but extremely stupid — investor. A fintech veteran leading the U.S. expansion of a fast-growing startup ...

Sure, cover the essentials. Do retirement things year after year. What if you’re slower? Increase your contribution rate, even just 1% annually. Sure, cover the essentials. Do the right things year ...

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 ...

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 ...