IRS says it’s taxed as annuity, not ordinary income, in a recent PLR.

What advisors should know about the reemergence of the pooled income fund.

The wealth management company formally files to withdraw.

California was one of four states -- along with New York, New Jersey and Hawaii -- that required charities to provide a copy of their Schedule B, a form organizations routinely file with their federal tax returns that generally provides the names...