PLR 201410001: IRS approves incomplete gift non-grantor trust strategy

PLR 201410011: PLR blesses spouse’s ability to “elect against” a prenuptial agreement

PLR 201407023: Transfer of an LLC interest to a private foundation won’t constitute self-dealing under IRC Section 4941

Adell v. Comm’r: Tax Court upholds valuation of business and goodwill of key employee for estate tax purposes

Revenue Procedure 2014-61: IRS sets certain inflation-adjusted tax items for 2015

While Raymond James Financial’s revenue and earnings were up year-over-year, they fell sequentially, due in part to volatility and uncertainty in the capital markets segment as well as a $10.5 million adjustment related to mutual fund...

Both President Barack and Republicans promised to deliver cybersecurity legislation on Tuesday, but it remains unclear what those proposals will look like and how they will benefit advisors and financial services firms...

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

Despite efforts to draw more people into this industry, the ranks of financial advisors just got smaller. A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on ...