Finance News
Dakota Acquires $350M Massachusetts RIA
The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.
By NB
Jan 4, 2024
T&E Quiz: How Well Do You Know the Latest Trusts and Estate Planning Developments?
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
By NB
Jan 4, 2024
US Supreme Court to Settle Company-Owned Life Insurance Estate Valuation Issue
Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?
By NB
Jan 4, 2024