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Tax Law Update: July/August 2025

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B 2025-47 (May 19, 2025), the Tax Court examined two distributions from a decedent’s revocable trust to determine whether they qualified for the marital deduction. Concept of digital social marketing. Handler, Alison E. No QTIP election was made for the $2 million bequest.

Taxes 130
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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Gen X, or those currently aged between 45 and 60 years, will receive nearly $13.9 trillion annually.

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.” "We and Mr. Mason respect and appreciate the court’s judgment yesterday," said Michael J.

Clients 276
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Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services. Conversely, tax firm Wright Ford Young & Co.