Wealth management

biden-joe-sanders-bernie.jpg
Matthew Erskine
September 30, 2020 1:08 PM

During the 2020 presidential campaign, Democratic candidates made many proposals for changes to the Tax Code, ranging from changes to the tax rates to the imposition of a new 5 percent excise tax and a national sales tax.

3 Min Read
IRS building 2
IRS
Michael Cohn
August 17, 2020 2:53 PM

The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.

3 Min Read
Sen. Bernie Sanders, I-Vt.
By Berber Jin
August 6, 2020 11:47 AM

U.S. Senator Bernie Sanders said he will introduce legislation to tax what he called the “obscene wealth gains” from billionaires during the coronavirus crisis.

2 Min Read
aicpa-pfsi-q2-2020.jpg
Michael Cohn
July 23, 2020 4:40 PM

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

2 Min Read
Boarded up residential buildings in the Port Morris neighborhood of the Bronx
Julie Treppa
July 22, 2020 1:01 PM

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

5 Min Read
coronavirus-testing-site-berkeley.jpg
By Frances Schwartzkopff
July 13, 2020 9:53 AM

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

1 Min Read
U.S. Capitol
Non-profits
Michael Cohn
July 10, 2020 2:56 PM

The Senate and House passed bipartisan legislation to help nonprofits remain financially viable during the COVID-19 pandemic.

6 Min Read
wells-fargo-bl-010518d.jpg
Allissa Kline
July 9, 2020 9:00 AM

The company has established a fund that will provide capital, technical assistance and long-term recovery support to small businesses, especially minority-owned companies. The other megabanks are expected to donate their fees, also.

2 Min Read
Salary and benefits spending at Signature Bank
By Jon Prior
July 8, 2020 5:20 PM

The New York commercial bank says geographic diversification is a long-term necessity and that the interplay of its private banking and commercial banking businesses has helped it withstand the economic shock of the coronavirus.

3 Min Read
Miriam Cross
June 19, 2020 2:28 PM

With money flow suddenly stifled for millions of customers, demand for money management tools has skyrocketed.

6 Min Read