While top priorities for the incoming Trump administration include tax reform and deregulation, industry officials are also ...

Clearer communication across generations and guidance from a knowledgeable planning professional can help families avoid ...

All states but New York have adopted or are preparing to adopt the Suitability in Annuity Transactions Model Regulation ...

The Chicago City Council on Thursday rejected Mayor Brandon Johnson’s plan to raise property taxes by $300 million that would ...

As SEC chair, Clayton focused on protecting retail investors and cultivated relationships with Republicans and Democrats.

President-elect Donald Trump has pledged to create a friendly regulatory framework for crypto, and his allies support ...

The lifetime gift and estate tax exemption could return to 2017 levels, adjusted for inflation. The exemption is $13.61 ...

The median large firm will pay 5.4% more in annual fees, phased in gradually starting in 2025. The increase will help FINRA ...

With Republicans poised to take control of the White House and Congress, the odds are high that key elements of the 2017 Tax ...

The broker-dealer, earlier known as SagePoint, was fined $250,000 for issues with this matter and another account.

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Planning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.