Planning for the Estate and Gift Tax Exclusion: What to Know
网页2022年12月7日 · 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 ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
网页2023年6月6日 · The U.S. placed 14 institutions among the world’s top 20 largest asset management firms by assets under management (AUM), according to ADV Ratings ’ latest rankings. France and Germany each ...
1035 Exchange: Know the Rules - ThinkAdvisor
网页2022年3月31日 · Without a 1035 exchange, the holder of a nonqualified annuity contract would owe ordinary income tax on any annual returns from the nonqualified annuity, plus a 10% penalty for those under age ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
网页2021年1月25日 · Gifts of stock can be made in lieu of giving cash. The annual gifting limits of $15,000 per person ($30,000 for a joint gift with your spouse) apply, and the value of the stock on the day of the ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
网页2021年11月16日 · 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 ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
网页2021年6月29日 · 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 ...
10 of the Biggest Financial Frauds of the Past 25 Years
网页2022年12月22日 · 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 ...
Edward Jones Poured $500M Into Tech. Here's What It's
网页2020年9月17日 · Edward Jones recently made a $500 million investment in its overall digital strategy and that bet has been paying off, especially during the COVID-19 pandemic. Digital tools including the new My ...
House Passes Tax Bill With 100% Bonus Depreciation
网页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 ...
6 Things to Know About the Bill to Repeal Tax on Social Security
网页2024年1月30日 · Under current law, single tax filers with combined income greater than $25,000 may have to pay income tax on up to 50% of their Social Security benefits. If combined income exceeds $34,000, up to ...