(Bloomberg) -- Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade -- affecting investment partnerships, large estates and banks -- that have received little to no public discussion from her campaign, a...
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Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s...
How hedge fund principals can address year 2017 income tax exposure by planning for tax, wealth transfer and philanthropic goals
Use examples to get the client quickly and easily to understand the concepts involved
Planners must navigate tax and non-tax considerations unique to this market segment
Planning strategies for the charitably inclined
Identify and avoid potential tax traps
DAFs are increasingly the subject of heated debates
Consider a charity’s goals when contemplating the right type of gift