April 7, 2026

Wealth Management

Wealth Management

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold by Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 79,589 shares of the e-commerce giant’s stock after selling 1,988 shares during the quarter. Amazon.com comprises 1.2% of Cornerstone Wealth

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Wealth Management

FSSA seeks stay in Healthy Indiana Plan case; says ruling threatens coverage and funding • Indiana Capital Chronicle

The Indiana Family and Social Services Administration (FSSA) on Friday filed to stay a federal court ruling that it says invalidated the state’s Medicaid expansion program for moderate-income adults under 65. The agency also has appealed the ruling to the D.C. Circuit Court. FSSA said in court filings that vacating the federal approval for the

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Wealth Management

Mittelman Wealth Management Takes Position in The Home Depot, Inc. (NYSE:HD)

Mittelman Wealth Management purchased a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 4,794 shares of the home improvement retailer’s stock, valued at approximately $1,839,000. Home Depot makes up approximately 1.2% of

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Wealth Management

Survey of State Tax Departments

Making sense of the variety of tax laws across the country For the 22nd consecutive year, Bloomberg Tax sent questionnaires to all 50 states, the District of Columbia, and New York City to try and get clarity on a variety of tax issues. The responses from 42 states and D.C. reveal a lack of uniformity

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Wealth Management

TaxDAO’s FinTAX Mini-App: Simplifying Cryptocurrency Tax Management

TaxDAO, a leading Web3 finance and tax consultancy, has launched the FinTAX Telegram mini-App, a significant advancement in the realm of cryptocurrency tax management. Accessible via Telegram, this mini-App offers the first professional cryptocurrency tax filing software designed specifically for users of The Open Network (TON). FinTAX Product Details The FinTAX mini-App extends TaxDAO’s services

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Wealth Management

Mental health clinics across the US are helping Latinos bridge language and access barriers

Michelle Mata wasn’t diagnosed with a mental illness until she was 23, after years of suffering. She knew very little about who to ask for help, having grown up in a Latino family in San Antonio that didn’t talk about mental health. At appointments, she was terrified of telling the truth. “I didn’t want to

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Wealth Management

Regions Bank Promotes Leader as Regional Executive for Private Wealth Management in Texas » Dallas Innovates

Connie Rogers [Photo: Regions Bank] Regions Bank has elevated Connie Rogers to serve as private wealth management regional executive for Texas, the company announced Thursday. In her expanded leadership role, Rogers will lead a team of advisors providing custom-tailored investment services and financial guidance to clients across markets including Dallas, Fort Worth, Austin, Houston, San

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Wealth Management

State Taxation of Pass-Through Entities: General Principles (Portfolio 1500)

The Tax Management Portfolio, State Taxation of Pass–Through Entities: General Principles describes and compares the state tax provisions applicable to the most commonly used pass–through entities; the different types of participants in such entities; jurisdictional issues presented by nonresident and corporate participants; the application of state allocation and apportionment rules to pass–through entities and their

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Wealth Management

Source Advisors Acquires United Paramount Tax Group

Source Advisors, a premiere specialty tax consulting firm in Fort Worth, TX, recognized for its expertise in R&D Tax Credit, State & Local Tax, Cost Segregation, §179D, §45L, and LIFO inventory solutions, has announced the strategic acquisition of United Paramount Tax Group, a leading firm specializing in real property tax reduction services and business personal property

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Wealth Management

Nastia Liukin Talks Paris 2024 Team, Mental Health, And More

2008 Olympic All-Around Champion Nastia Liukin. Emily Blair Media We all love to discuss the Olympic Games: the athletes, their triumphs and their losses, their strengths and weaknesses. Their successes seem to affect us. Their failures can rattle –even, anger us. But few can truly speak from the perspective of an Olympic athlete. Nastia Liukin

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