How Tax Law Divides Income between a Trust or Estate and Their Beneficiaries

With April 15 and tax filings fresh in everyone’s minds, here…

New Tax Audit Rules on Entities Taxed as Partnerships

By Jack C. Butler, Partner, Carlile Patchen & Murphy LLP     As…

UBS Sues Annuities Provider, Claiming Deceptive Practices in Commission Promises

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By Miriam Rozen December 18, 2018. Wirehouse UBS has…

Another LPL Adviser Sues Ohio National over Variable Annuity Commissions

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By Greg Iacuri January 2, 2019. Another LPL Financial adviser…

Annuity Group Says Ohio National Poses Risk to Industry

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By Greg Iacurci December 18, 2018. Insured Retirement Institute…

IRS Addresses Problem with Fluctuating Exclusion Amount

By The Family Wealth & Estate Planning Group On November…

Qualified Opportunity Zones Update

By Jordan C. Butler, Associate, Carlile Patchen & Murphy…