Three recent cases have successfully challenged the constitutional foundation on which many tax regimes are based

When is enough, enough?

Click to Enlarge Go big on health care and short on energy stocks, according to the latest iBillionaire Index. Comprised of 30 U.S. large-cap equities, the index tracks the portfolios of billionaire investors who have made their money throug...

• Recapitalization of family company caused taxable gift under IRC Section 2701—In Chief Counsel Advice 201442053, the Internal Revenue Service ruled that Internal Revenue Code Section 2701 applied to a recapitalization of a family...

You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...

Six in 10 U.S. financial advisors say the majority of their clients are either in or nearing retirement, according to Russell Investments' latest Financial Professional Outlook survey. And that number is bound to increase with the aging Baby Boom...

In our last article, we took on the complicated topic of taxation of Social Security (SS) benefits. We now examine some the problems associated with SS benefits and how the creative use of life insurance can help fix these issues...