How to Avoid the Foreign Gift Penalty Trap, Important Filing Tips
How to Avoid the Foreign Gift Penalty Trap in 2025/2026 How to Avoid the...
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Summit Stakes $1.2B RIA Signet Financial Management
Summit Financial, the New Jersey-based RIA backed by Merchant Investment Management, has taken a minority,...
Beware of ‘Emergency Tax Service’ Sales Pitches, Protect Yourself
Beware of ‘Emergency Tax Service’ Sales Pitches, Protect Yourself Beware of ‘Emergency Tax Service’ Sales...
Young, Affluent DIY Investors More Open to Working with Advisors
An annual investor study by JD Power confirms the notion that self-directed investors under 40...
21st Century Taxation: OBBBA Effective Dates Caution
Often, the effective date for tax legislation is for tax years beginning after 12/31/xx with...
401(k) Real Talk Episode 184: March 18, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for...
H.R. 1 OBBBA’s New Limited Deduction for Interest on Car Loan
H.R. 1, the One Big Beautiful Bill Act (OBBBA) (officially known as An Act to...
Commonwealth to Pay $5M to Settle SEC Share Class Case
Commonwealth Financial Network will pay $5 million to settle a long-running legal battle with the...
Preparing for a Civil Exam
How to Navigate an FBAR Examination: What You Must Know How to Minimize FBAR Audit...
Charitable Giving Guidance Beyond Donor-Advised Funds
A new Fidelity white paper found that three out of four (76%) high-net-worth investors want...