26-00556.pdf
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In Lewis v. Commissioner, the U.S. Tax Court had to determine the value of the deemed gift made by two siblings to their father. The court had previously held that the siblings, who were remainder beneficiaries of a qualified terminable interest property marital trust created under their mother’s will, of which their father Bruce was…
Christian Mango Edelman Financial Engines LLC announced Tuesday the appointment of Christian Mango as a senior vice president and its retirement advisory practice leader. Mango will be responsible for scaling the Retirement Plan Services business through strategic acquisitions, adviser recruitment and organic growth. He will report to Steven Gaven, Edelman’s chief financial officer. Never miss…
Key Findings Capital investment can be split into three major categories: equipment, structures, and intellectual property (primarily research and development) Allowing capital investment to be immediately deducted eliminates the taxA tax is a mandatory payment or charge collected by local, state, and national governments from individuals or businesses to cover the costs of general government…
For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan. In this episode of The…
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By 2024, total ETF assets had surpassed $10 trillion, with active strategies capturing 8% of that pool. Through April 2026, the active share has climbed to approximately 12% of a $14.9 trillion market, according to the analysis, which cites Morningstar data. The supply side has responded in kind. In 2025 alone, a record 1,011 active…