Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

In a letter to the IRS, the AICPA said the changes align with an executive order mandating that all federal tax payments and refunds be processed electronically.

More than 40,000 Canadians filed "bare trust" tax forms this year, despite the government hitting the pause button on the new reporting requirements at the last minute. A bare trust relationship is ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Through this collaboration, Enfusion and Northern Trust can offer asset ...

New York, NY and Philadelphia, PA (January 7, 2013)-- Forbes Family Trust, a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups, ...