As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

WASHINGTON, DC - MAY 16: Samuel Altman, CEO of OpenAI, testifies before the Senate Judiciary Subcommittee on Privacy, Technology, and the Law May 16, 2023 in ...

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

As global corporate structures become more complex, access to trusted ownership and relationship data is increasingly important for transparency, accountability, and risk insight. This data, which ...

The Premier League is currently vulnerable to new investors and team owners who could have sourced their wealth from illicit activities. That's according to a recent paper which is the latest to raise ...

A 1031 exchange allows your clients to sell an investment property and purchase another like-kind property while deferring the capital gains taxes on the sale. It’s a way for clients to retain real ...

In my last post about shared ownership of cottages, I discussed items to consider when deciding whether to create a plan for future generations to share the ownership and use of the family cottage or ...

Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

Trump’s sovereign wealth fund plan and Intel stake revive debates on state ownership, now seen as viable when backed by strong governance, neutrality, and clear mandates.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When Nancy moved into her new senior living community, her ...