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...
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
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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...