Displaying 5 results
A taxing situation
Last year’s attempt to raise taxes on the wealthy has catalyzed conversations between advisers and clients about tax strategies this season.
SALT alternative takes shape as Democrats move past Biden plan
Bill would raise deduction cap for most and exclude millionaires. However, the plan is unlikely to be taken up in Congress anytime soon.
RIAs see M&A momentum gaining steam in ’22
As firms chase scale with bigger and bigger deals, RIA sellers are enjoying the ride of record-level valuations.
Senate Democrats ask DOL to back off ESG rule
The proposed restrictions on environmental, social and governance funds in 401(k)s would perpetuate racial discrimination, a group of lawmakers wrote
Trump’s payroll tax cut gets lukewarm reception on Capitol Hill
Democrats focus on paid sick leave; experts say fluid situation may change
