Browsing: Wealth Management

Newsbytes

The Department of Labor today issued a final rule formalizing requirements regarding a fiduciary’s proxy voting activity under the Employee Retirement Income Security Act.

Newsbytes

The IRS has issued a final rule confirming that deductions allowed under Internal Revenue Code section 67(e) for costs incurred in connection with the administration of a trust or estate are deductible despite the suspension of miscellaneous itemized deductions under the 2017 tax reform law.

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