A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real ...
On May 6, 2024, the Treasury Department published TD 9996, “Relief Provisions Respecting Timely Allocation of GST Exemption ...
A Massachusetts-based group of five advisors managing about $800 million in assets is joining Raymond James’ independent ...
A Mass.-based group of five advisors managing about $800 million in assets is joining Raymond James’ independent channel from ...
A client, whom we’ll call Lou, is meeting with his life insurance agent, estate-planning attorney and tax advisor. They’re talking about the 2025 tax law sunset, how it could impact Lou’s tax position ...
The Internal Revenue Service has announced four alternatives associated with the Appeals Alternative Dispute Resolution Program. This is good news. Outside stakeholders have been encouraging the IRS ...
McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.
Co-founder Alan Moore will retain his role as CEO of the Bozeman, Mont.-based billing and payment system for financial advisors.