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IRS Likely To Increase Scrutiny On The Puerto Rico Act 22 Tax Break
Forbes· 1 day agoPuerto Rico's legislature passed Act 22 in 2012, according to critics in Congress, “to attract wealthy foreigners and mainlanders to Puerto Rico by offering generous tax-related ...
Are millionaires leaving Massachusetts? Survey (by their accountants) says yes. - The Boston Globe
The Boston Globe· 19 hours agoThe Massachusetts Society of Certified Public Accountants released survey results this week that...
GEORGIA: CPAs Guilty of Conservation Easement Tax Crimes
Environment News Service· 7 days agoTo date, 10 defendants: eight Georgia CPAs, an attorney-CPA, another attorney, and an appraiser, have been convicted of participating in the conspiracy. Today Herbert Lewis, a CPA and tax return ...
6 Things To Do Now If You Have More Than $5,000 in Your Checking Account
GOBankingRates via Yahoo Finance· 1 day agoA recent GOBankingRates survey showed that 9 out of 10 people have a checking account. But despite...
10 Best Florida Cities To Retire on $3,000 a Month
GOBankingRates via Yahoo Finance· 6 days agoMany people prefer to retire to warm locales, where the climate is temperate, the scenery is lovely and the amenities are great. Learn More: 9 American...
Week’s Best: Waging War on Elder Abuse
Barrons.com· 20 hours agoFinancial advisors are often on the front lines of battling elder abuse. The bill would authorize fund companies to delay redemption requests if they...
Report warns of wealth flight over millionaires' tax
The Eagle-Tribune· 1 day agoThe flight of wealthy individuals leaving Massachusetts is accelerating, according to a new report, which calls on state policymakers to take steps to stem the departures.
5 Things Rich People Never Overpay For
GOBankingRates via Yahoo Finance· 7 days agoThe wealthiest people have the money to spend too much on the things they value -- but they didn't get all that money by throwing it away. The rich might...
Great Summer Reads for Financial Advisors
Barrons.com· 2 days agoOne of the things that attracts people to the wealth management business is the need to always learn and improve. For this week’s Barron’s Advisor Big Q,...
Q&A With Anne Paape, Managing Director and Senior Fiduciary Counsel at Cresset | JD Supra
JD Supra· 2 days agoSpotlight: Was this the role you planned on when you went to law school? Anne Paape: This is the exact...
