The next test will be the return of proposed changes to IRC Section 2704.

Tax planning techniques haven’t appeared in the most recent versions and don’t appear to be a current topic of conversation.

Even a brief stint in the United States can result in significant tax liability and onerous reporting obligations.

Durant joins sports stars such as Shaquille O’Neal and Alex Rodriguez in venturing into SPACs.

Thoughtful active management can help provide real value in nascent, rapidly evolving markets, like digital assets.

In just three years, Innovator ETFs has expanded its lineup to 76 products, totaling more than $5 billion in managed assets.

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.