22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.
Same-sex couples need new strategies in tough tax climate
Financial services giant finally makes its re-branding effort official
Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.
As the number of audits climbs, here's what could put plan sponsors at risk for scrutiny
A court decision sheds new light on issue of whether float income is a plan asset.
Advisers urge clients to think carefully before reacting to Gov. Cuomo's latest proposal
Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.
New tax laws mean new and perhaps unexpected liabilities for clients – and even some advisers
Financial advisers warn you should think carefully before reacting to Gov. Cuomo's latest proposal
