They've made mistakes and may have money troubles, but it's not too late for their accountants to help them achieve a happy ending with a comfortable retirement. Sit down and have a good talk with your Gen X clients.
It may look like the IRS caps loss deductions at $3,000, but that ceiling is not the whole story for tax-savvy investors. Julian Block shows how a clever Victoria's Secret model took full advantage of the IRC.
A surprising Tax Court case has shut down a tax planning technique that savvy retirement-savers have been using for years. But there's still a small window of opportunity if you need it, until the new year, to give investors time to adjust.
The founders of JDJ Resources Corp. said on Wednesday they have left the Rothstein Kass Family Office Group to launch JDJ Family Office Services, which will provide administrative multifamily office and personal CFO services.
KPMG officials said the acquisition, which will be finalized in the coming weeks, will boost the Big Four firm’s presence in the alternative investments industry and capital markets, including hedge funds.