How to Help Clients with a Non-U.S. Citizen Spouse Feb 04, 2021 Any missteps can have major tax implications.
SPACs: Not So SPACtacular Feb 03, 2021 Blank check companies are a great deal—for their sponsors. For investors? The results so far have been abysmal, argues Jon Henschen.
How Billionaire Robert Smith Avoided Indictment in a Multimillion-Dollar Tax Case Feb 03, 2021 How Vista Equity Partners’ boss parlayed connections, charity and cooperation to win a non-prosecution agreement from the Justice Department.
Captrust Acquires $3B RIA Genovese Burford & Brothers Feb 03, 2021 The acquisition brings Captrust a larger presence in Northern California and continues its strategy of combining retirement plan services with wealth planning.
The SECURE Act One Year In Feb 02, 2021 The much-ballyhooed SECURE act has been in effect for one year; what does that actually mean?