March 4, 2026

Wealth Management

Wealth Management

Change in practice for securities intermediation under Swiss VAT

In the financial sector, the VAT exemption for securities intermediation (article 21 para. 2 letter e VAT act) is among the most important and relevant. In two recent decisions, the Swiss Federal Administrative Court has overthrown longstanding practices regarding intermediary services. For the financial services area, these decisions – if upheld by the Federal Supreme

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Wealth Management

Temple Health brings the doctor to the patient with community block party event in Philadelphia

PHILADELPHIA (CBS) — Temple Health is hosting a healthy block party. It’s an event aimed at meeting people who don’t normally go to regular checkups at the doctor in the middle.  With a quick finger stick, Alexander Cooper found out his blood sugar was elevated, a sign that diabetes might be in his future. “It

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Wealth Management

Ameriprise seeks preliminary injunction in ‘unprecedented’ LPL suit

Ameriprise has filed a motion for a preliminary injunction against LPL Financial in a dispute that industry experts deem an unprecedented wholesale indictment of a rival’s recruiting tactics. Minneapolis-based Ameriprise submitted its motion on Wednesday in federal court in San Diego as part of a suit accusing its rival LPL of a “widespread pattern and

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Wealth Management

Best Budgeting Apps of 2024

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate banking products to write unbiased product reviews. It can be hard to figure

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Wealth Management

Seattle Small Business Accountant, Downing & Co, Launches New Seattle Location, Bringing Premier Expert Tax and Wealth Management Services to the Area

Seattle businesses and high-net-worth individuals can now access top-tier tax planning, bookkeeping, estate planning, and wealth management services through Downing & Co’s new location. SEATTLE, WA / ACCESSWIRE / August 16, 2024 / Downing & Co, a leading small business accountant specializing in tax planning, bookkeeping, estate planning, and wealth management, is proud to announce

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Wealth Management

Digging into VP candidate Tim Walz’s personal finances

As the 2024 presidential election is under three months away, Yahoo Finance senior columnist Kerry Hannon digs into vice presidential candidate Tim Walz’s personal finances and how his income stacks up to the average American earner. Hannon tells Brad Smith that Walz’s net worth is estimated to be between $112,000 and $300,000, noting the Minnesota

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Wealth Management

Updates on corporate income tax, individual income tax, invoicing and tax administration

The KPMG member firm in Vietnam has prepared an August 2024 report covering the following recent tax developments: Industrial zones: No longer considered difficult socio-economic areas for corporate income tax incentives for expansion investment projects Corporate income tax incentives for supporting industrial (SI) products: Income from non-qualified SI products not eligible for corporate income tax incentives under

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Wealth Management

Five Tips for Managing Investments Before the Election

Elections can have a significant impact on markets, with President Joe Biden’s decision not to seek re-election adding to the complexity of managing investments in an election year. Tightly contested races for the presidency and both houses of Congress amplify already-elevated uncertainty about the outlook for markets. The following five tips may be helpful for

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Wealth Management

How to manage your finances effectively: Key tips and strategies

Understanding and managing your finances is crucial for long-term stability and growth. Whether you’re a young professional beginning your career or someone planning for retirement, enhancing your financial knowledge can pave the way for a secure financial future. Paarth Dhar, Vice President at Angel One, says, “Financial awareness is crucial for everyone. It empowers you

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Wealth Management

County of Dauphin, PA Maximizes Lodging Tax Management and Reporting with OpenGov

The County can expect to benefit from reduced manual effort, leading to increased revenue collection and greater visibility across all tax-related activities. DAUPHIN COUNTY, PENNSYLVANIA, UNITED STATES, August 16, 2024 /EINPresswire.com/ — After encountering challenges with tracking lodging tax and limited visibility in reporting, Dauphin County, PA sought a new software solution to address these

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