LPL Taps eMoney’s WealthVision Planning Software
By John ManganaroThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
April 02, 2025
7 Things for Congress to Know About Life and AnnuitiesLawmakers' tutors gave them this crib sheet in time for the budget and tax fights.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
February 25, 2025
Senators Revive Estate Tax Repeal BillThe Death Tax Repeal Act would permanently repeal the federal estate and generation-skipping transfer taxes.
February 21, 2025
Bill to Halve Estate, Gift Tax Is BackIt's a big drop, but the bill wouldn't substantially reduce tax revenue, says Jeff Bush.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.