Finance News

IRS Debunks Heavily Advertised Trust Strategy for Income Taxes

New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.

logo.png  By NB  Sep 21, 2023

Can 'Magic Numbers' Boost Charitable Donations?

DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.

logo.png  By NB  Sep 21, 2023

Former Deutsche Bank Broker Pleads Guilty To Crypto-Related Fraud

Rashawn Russell faces up to 30 years in prison after pleading guilty to his role in a scheme that defrauded nearly 30 investors out of approximately $1.5 million.

logo.png  By NB  Sep 21, 2023

SEC Rule Cracks Down on Misleading ESG, Growth Fund Labels

The SEC voted on Wednesday to impose the most sweeping overhaul for fund-labeling regulations in more than two decades.

logo.png  By NB  Sep 21, 2023