Craig Wear introduced a proven roadmap that minimizes tax burdens, helps IRA millionaires avoid RMD pitfalls, and builds a tax-free legacy.

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Single-Charity Funds provide an alternative by allowing contributions to be earmarked for a specific nonprofit organization ...

New legislation to repeal the federal estate tax, often referred to as the “death tax,” has been introduced in Congress. Senator John Thune (R-SD) ...

The demand for legal services among high-net-worth individuals is rising, and Bay Street firms are preparing to meet this ...

A military veteran retired from the army after 35 years and collects $220k per year at 57. That income comes from an army ...

Just over two years after opening a local office, a wealth firm has more than doubled its assets under management.

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in ...

Donald Trump’s tax policies have consistently focused on reducing or eliminating the estate tax, aligning with his broader economic philosophy.

As the end of the 2024/25 tax year approaches it is a good time to review your affairs, making the most of opportunities to maximise your income ...