Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · By. Share & Print. / Business & Finance / ThinkAdvisor. ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive …
Get Ready for New 1099-K Rules in 2024 - ThinkAdvisor
Feb 14, 2024 · Starting this year, earnings of $600 or more via online platforms like PayPal, Venmo and Etsy must be reported to the IRS on Form 1099-K. Legislation in 2021 dropped …
The 4 social styles - ThinkAdvisor
May 13, 2013 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they …
World's 25 Biggest Wealth Management Firms by AUM: 2021
Nov 16, 2021 · To identify this year's largest firms, Aite-Novarica ranked them based on their client assets, which it noted generally refers to discretionary and advisory assets under …
The Estate and Gift Tax Exclusion Shrinks in 2026. What
Dec 7, 2022 · The federal lifetime gift and estate tax exclusion will increase from $12.06 million in 2022 to $12.92 million for 2023. There could also be increases for inflation for both 2024 and …
10 of the Biggest Financial Frauds of the Past 25 Years
Dec 22, 2022 · In announcing charges against FTX founder and former billionaire Sam Bankman-Fried, U.S. Attorney Damian Williams said that the case was "one of the biggest financial …
Gifting Stock to Family Members: What to Know - ThinkAdvisor
Jan 25, 2021 · Orion Introduces Capital Group ETF Portfolios. Orion, the wealth management technology platform provider, has launched a new suite of exchange-traded fund portfolios …
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
Jun 29, 2021 · Today, revenue from the net investment income tax goes to the U.S. Treasury. The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain …
House Passes Tax Bill With 100% Bonus Depreciation - ThinkAdvisor
News January 31, 2024 at 08:39 PM. Share & Print. The full House passed late Wednesday by a 357 to 70 vote H.R. 7024, the Tax Relief for American Families and Workers Act of 2024, …
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they …