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ThinkAdvisor

Inside Wealth Management

Sep 22, 2019

News

IRS Issues Final Rules on 100% Business Depreciation Deduction

By Elizabeth Festa

The rule is a "big deal," says former tax attorney Andy Friedman. Read More

News

IRS Offers Relief for Micro-Captive Insurance Transactions

By Elizabeth Festa

Micro-captive schemes have been consistently listed on the agency's "Dirty Dozen" list of tax scams. Read More

News

IRS Offers Relief to Ex-Citizens Who Owe Taxes

By Elizabeth Festa

The relief is only extended to some expatriated individuals, not estates, trusts or corporations. Read More

News

Ed Slott: IRS Ruling Could Alter RMD Timing

A ruling on uncashed distribution checks may require advisors to be more careful with RMDs. Read More

Q&A

Using Insurance to Help Wealthy Clients 'Disinherit the IRS'

Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out... Read More

News

IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered Questions

IRS rules a mandatory distribution from a qualified plan that is sent and received in one year but not cashed in that... Read More

Resources

What's Driving Advisors to Move in the New Market Landscape?

Sponsored by: Fidelity Investments

Get insights into the mindset that’s driving today’s advisors to make a move--and help realize their unique business vision. Learn More

Disrupted Communications: How to achieve and maintain compliance for your organization's electronic communications data

Sponsored by: Smarsh

It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant! Learn More

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