Melanie Waddell

What You Need To Know The IRS has flagged a type of transaction within charitable remainder annuity trusts as a sign of a tax avoidance scheme.

The Rule 8210-related changes, part of a larger report, would make it easier for firms to block enforcement, PIABA's president argues.

Mariner said Thursday that is has partnered with Cariloop , a caregiving support platform designed to help families navigate the complexities of healthcare and long-term care.

What You Need To Know Christopher Walters, 49, pleaded not guilty Monday to eight counts of bank fraud and one count of aggravated identity theft.

What You Need To Know The SEC released its spring Reg Flex agenda Tuesday. All items on the list are proposed rules — with custody and off-channel communications changes slated for October.

The National Association of Registered Social Security Analysts' pool of registered social security analysts is growing fast, with more than 1,500 financial professionals enrolling in the past 12 months.

New legislation would amend the Internal Revenue Code to double the state and local tax deduction cap for married couples filing jointly.

What You Need To Know The SEC should provide "a clear, workable definition of qualified custodian that accounts for how crypto exchanges and custodians operate today," says planner Jeff Judge.

What You Need To Know Independent analyst Mary Johnson's monthly estimate was lower than her June estimate due to cooling inflation.

The revised bill eliminates the payroll tax wage cap, among other changes.