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 ...

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

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 ...

Forbes contributors publish independent expert analyses and insights. Serial technology CEO covering all things IT & Tech. When evaluating tech vendors, most companies focus on product fit, pricing, ...

Shares of Energy Transfer (ET) are up about 23% year-to-date, outperforming the S&P 500’s (SPX) 16% gain, driven by its strong growth potential. The company is likely to release its second quarter ...

24i, whose modular 24i Video Cloud brings together CMS, applications, personalization, advanced advertising and video workflows, has been acquired by Sapphire Technology Group Ltd., “establishing ...

TipRanks introduced a new feature called the Ownership Tab that offers an in-depth look at the ownership composition of a stock. Using this tool, let’s decipher the tech giant Meta Platforms’ ...

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 ...