In the fall of 2022, UMass Lowell began a new strategic plan under the leadership of its new chancellor, Julie Chen. In addition to academic and research initiatives, this strategic plan will include ...

Year end tax planning is an amazing way to increase your small business net profits without having to work harder. While some of you may still need to file your 2021 taxes, the 2023 tax season (filing ...

Recent years’ tax acts don’t change trader tax status (TTS), Section 475 MTM accounting, wash-sale losses on securities, or the tax treatment on financial products, including futures (Section 1256 ...

The Inflation Reduction Act extended many green energy and energy efficiency tax breaks already in the Tax Code and created a number of new tax breaks as well. The legislation also imposes a number of ...

We saw bonds sink along with equities this year. So, 529 portfolios have not done well. 529 plans offer target-enrollment or age-based options that have an aggressive, a moderate, and a conservative ...

From a tax perspective (increased funding to the IRS aside), the recently passed Inflation Reduction Act of 2022, P.L. 117-169, is mostly made up of provisions that affect business taxation while ...

Last year was a difficult one for mutual funds and ETFs generally, but a category of all-in-one products that serve as the backbone of 401(k)s — target-date funds — offered almost no shelter for ...

The biggest fee-only advisory firms in the country manage more than a combined $332 billion in assets, as the industry's continuing movement toward fiduciary advice fuels their growth. Huge growth ...