Tax-loss selling may a good strategy this year. Here’s where to look
The U.S. market gained more than 25% for the year to date through mid-December 2024. That’s a healthy showing by any measure.
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It's never too late for year-end tax planning
2024 brought a variety of ups and downs to the U.S. stock market, job market, and individuals' pocketbooks and financial plans.
Planning For The Future: Succession In Tax Leadership
In this episode of Tax Notes Talk, Tony Santiago, founder and president of TaxSearch Inc., discusses the future of tax leadership and his recommendations for tax departments looking to create an ...
Bank treasury management evolution: From ALM challenges to Smart Treasury
Following the series of bank failures in 2023, there is increased focus on liquidity risk management. Given that, how should ...