Finance News
New Guidance Issued on Virtual Office Sharing Arrangements
A new opinion addresses how attorneys should meet ethical requirements for client confidentiality.
By NB
Jul 20, 2023
Estate Planning for Orthodox Jewish Families
This demographic views charitable giving as a top priority.
By NB
Jul 20, 2023
U.S. Supreme Court to Consider Constitutionality of Repatriation Tax
Moore v. United States involves a challenge to new tax code regarding untaxed foreign earnings.
By NB
Jul 20, 2023
CFP Board Chooses Elizabeth Miller as 2024 Chair-elect
The founder and president of Summit Place Financial Advisors will take over in 2025, succeeding current Chair-elect Matt Boersen.
By NB
Jul 20, 2023