Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · By. Share & Print. / Business & Finance / ThinkAdvisor. ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products ...
Get Ready for New 1099-K Rules in 2024 - ThinkAdvisor
Feb 14, 2024 · Starting this year, earnings of $600 or more via online platforms like PayPal, Venmo and Etsy must be reported to the IRS on Form 1099-K. Legislation in 2021 dropped this threshold from $20,000 ...
The 4 social styles - ThinkAdvisor
May 13, 2013 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
Nov 16, 2021 · To identify this year's largest firms, Aite-Novarica ranked them based on their client assets, which it noted generally refers to discretionary and advisory assets under management, as well as to ...
The Estate and Gift Tax Exclusion Shrinks in 2026. What
Dec 7, 2022 · The federal lifetime gift and estate tax exclusion will increase from $12.06 million in 2022 to $12.92 million for 2023. There could also be increases for inflation for both 2024 and 2025. That's ...
10 of the Biggest Financial Frauds of the Past 25 Years
Dec 22, 2022 · In announcing charges against FTX founder and former billionaire Sam Bankman-Fried, U.S. Attorney Damian Williams said that the case was "one of the biggest financial frauds in American history ...
Gifting Stock to Family Members: What to Know - ThinkAdvisor
Jan 25, 2021 · Orion Introduces Capital Group ETF Portfolios. Orion, the wealth management technology platform provider, has launched a new suite of exchange-traded fund portfolios utilizing Capital Group ETFs ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
Jun 29, 2021 · Today, revenue from the net investment income tax goes to the U.S. Treasury. The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers ...
House Passes Tax Bill With 100% Bonus Depreciation - ThinkAdvisor
News January 31, 2024 at 08:39 PM. Share & Print. The full House passed late Wednesday by a 357 to 70 vote H.R. 7024, the Tax Relief for American Families and Workers Act of 2024, which includes ...
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...