Finance News
Altruist Launches Cash Platform
Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.
By NB
Mar 28, 2024
IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy
Certain charitable remainder annuity trusts deemed “listed transaction.”
By NB
Mar 28, 2024
Using a Form 409A Valuation Report for a Gift or Estate Tax Filing
It may cause trouble down the line If your client is audited.
By NB
Mar 28, 2024
Morgan Stanley Seeks Restraining Order Against Former Advisor
The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division.
By NB
Mar 28, 2024