Donald Trump also promised to eliminate taxes on tips, overtime pay and Social Security benefits during his campaign.

David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...

“Many are worried about delays in response times and processing, which can impact everything from refunds to audits to tax strategy planning,” added Duncan Campbell, principal and a leader of Baker ...

Despite market volatility represented by the recent declines, Chris McMahon, president and CEO of Aquinas Wealth Advisors, is optimistic about the coming few months for investors.

The shift is leading to a pickup in transactions. The HousingWire data show that pending home sales just recently began showing a year-over-year increase after running below last year’s pace in ...

Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.

Jon Hayes, CSC co-founder, will join MAI as senior wealth advisor, managing director and his CSC colleague, Tim Hightower, will join as wealth specialist and senior associate, according to a news ...

The valuations for RIA firms went up last year, and smaller firms are getting more of a day in the sun, according to a new report from Advisor Growth Strategies, a Phoenix-based consulting firm for ...

Turn Tax Season Into A Marketing Win Tax season isn’t just about number-crunching. It’s an opportunity to add value by ...

We focus solely on using the tax code as a revenue source. Furthermore, our extensive industry and design experience enables us to offer more to our clients. Prince: Could you provide us with a few ...

As we partner with financial advisors to help their wealthy clients pursue philanthropy, we’ve gathered unique insights into ...

Jefferey Biederman Jr. and Andrew Burns, co-founders of Biederman Burns Wealth Management of Raymond James, join Raymond James & Associates (RJA) in Huntington. They, along with support staffers ...