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Many States Offer Sales Tax Holidays As Parents Eye Back-To-School Costs
Many states focus their annual sales tax holiday on back-to-school supplies. Here’s a look at what to expect for the remainder of 2024.
Project 2025 Calls For Repeal Of Department Of Labor ESG Rule
A conservative think tank's 2025 Presidential Transition Project signals an end to ESG in retirement funds if Trump wins a second term.
Project 2025 Calls For End Of SEC Climate Related Disclosure Rule/ ESG
A conservative think tank's 2025 Presidential Transition Project signals an end to sustainability reporting if Trump wins a second term.
Comerica Reports Before The Open 7/19 — Options Expire The Same Day
According to NextEarningsDate.com, the Comerica next earnings date is projected to be 7/19 before market open, with earnings estimates of $1.21/share on $0.82 Billion
How To Distinguish FBAR Willfulness From Non-Willfulness With Examples
The IRS may impose willful FBAR penalties for knowing and intentional conduct, recklessness, and even willful blindness. This article explores the differences of each.
Moore V. United States: Explaining The Supreme Court's Decision
Tax Notes contributing editor Robert Goulder breaks down the Supreme Court’s ruling in Moore v. United States and what it means for the tax world.
China Market Update: Baidu Surges On Robotaxi Optimism
Asian equities were mixed overnight as Singapore outperformed and Pakistan underperformed.
Could Trump Repeal PSLF And Other Student Loan Forgiveness Plans?
If re-elected, could Trump repeal PSLF and other student loan forgiveness plans? Here’s a breakdown of what could happen.
Wealthtech - Revenue Generator Or Expense Item? Or Both?
For many wealth management firms, the idea of creating and implementing a wealth stack while balancing that with relationships/client experience is of utmost importance.
What’s Happening With Chevron’s Stock?
Almost flat year-to-date, at the current price of around $154 per share, we believe Chevron Corporation (NYSE: CVX), a company manufacturing and selling a range of..
Powell Testimony And Tesla Drive Market Gains
The S&P 500 hit another record high driven by non-tech stocks. Powell hints at rate cut due to weak labor market. Watching CPI report and financial stocks.
This Taiwanese American In Texas Built A $3 Billion Business Connecting Hearts To Balance Sheets
Northwestern Mutual’s Loren Hsiao likes to remind his clients to “adhere to a process rather than chasing headlines.”
A $3 Billion First Responder-Friendly Firm That Believes In A ‘Protection-First Approach’
Lynzie Wolters has used a high-touch, community oriented approach to help grow her and her sister’s practice to more than 3,200 first police officers and firefighters across the country.
This $2 Billion Atlanta Advisor Empowers Entrepreneurs But Shuns Jargon
Tax-loss harvesting, private equity investing and an aversion to IRAs are key to FSP Matt Lipscomb’s success.
From High School Dropout To $95 Billion Richmond-Based Life Insurance Maven
Jeri Turley is not afraid to talk about death or finding clever ways for her clients to maximize the wealth transfer process.