The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.
Taxes can create a significant drag on the value of a portfolio, so here are the things you should be looking for in a client's tax documents.
Private foundations are using the funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not delay the gifts for generations.
Boomerang workers may have to rethink their plans for claiming Social Security.
The decreases reflect a partial rollback of the big increases in 2022 following a big cut in the cost of a new Alzheimer's drug.
It may be time for advisers to talk to clients about reducing spending and either continuing or returning to work.
The Republican party is favored to win the House in November's election. But even with control of that chamber, the legislative path for GOP bills is perilous.
Tuesday's report on August consumer prices points to an 8.7% cost-of-living adjustment to Social Security benefits next year.
Only 11% of Americans 45 and older plan to wait until they're 70 to start receiving their Social Security benefits.
Advisers who help business-owner clients steer clear of possible tax traps in coming years will be performing a service unlikely to be forgotten.
Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.
Acting Commissioner Kilolo Kijakazi outlined what the agency is doing to provide a safe environment for those waiting at the agency's offices.
A bill introduced by Rep. Angie Craig, D-Minn., faces long odds this year, while the prospects for broader reform of the program depend on the outcome of November's election.
Thirteen states have tax laws that would treat forgiven debt as income, meaning it's subject to state levies on earnings.
It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.
Setting up shell companies abroad and registering them with the IRS as offshore financial institutions lets Americans sidestep FATCA, according to the report.
New IRS rules complicate the calculation of required minimum distributions for those who have inherited individual retirement accounts.
Senate Finance Committee Ron Wyden has requested information about private placement life insurance, which can be used to shelter hedge funds and other products from taxes.
The Inflation Reduction Act will boost the agency's funding by $80 billion over 10 years to strengthen its enforcement and compliance efforts.
Legislation that last year contained a litany of taxes on high earners has been whittled down to a bill with a few corporate tax provisions.
