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 current estate planning landscape is drastically different than it was at the beginning of this year. After an extended period of historically low rates of interest and inflation, this year the ...

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 ...

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 ...

It was October 1987, and investors would soon have much bigger concerns than an SEC staff memo's new definition of "financial planning." In vague guidance to the nascent industry and the investing ...

Tax planning seasons is rapidly approaching for farmers. The normal process is to determine the optimum amount of taxable income to report. Then you determine how much income to defer into the next ...

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 ...