August 25, 2026

Wealth Management

Wealth Management

IRS Defeats Property Manager’s Bid to Shield Citibank Accounts

A Sacramento property manager can’t sue Citibank or the US in an attempt to shield her bank records from the IRS, a federal judge said, adopting a magistrate judge’s recommendation for dismissal. Parvaneh Alizadeh’s motion to quash the IRS’ summons of her own and Parva Property Management LLC’s bank records—issued to aid in the collection

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Wealth Management

How to Protect Your Digital Assets From Estate Tax

By Jeffrey M. Verdon, Esq., Kiplinger Consumer News Service (TNS) Digital assets, like Bitcoin, have provided a new asset class for investors and traders, minting new millionaires in the process. Cryptocurrencies, DeFi and stablecoin staking, non-fungible tokens (NFTs) and other digital assets have given high-net-worth investors diversification, enhanced liquidity and the potential for significant appreciation

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Wealth Management

Alabama employee health insurance boards expect shortfalls in coming years • Alabama Reflector

The heads of the boards overseeing Alabama’s two health insurance plans for public employees said Monday they were looking at potential losses and the possible need to use reserves in the coming future, which could lead to increased costs. Representatives of the of the State Employees Insurance Board (SEIB), which oversees the state employees’ health

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Wealth Management

Vigilare Wealth Management Has $3.66 Million Holdings in Microsoft Co. (NASDAQ:MSFT)

Vigilare Wealth Management cut its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 23.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,697 shares of the software giant’s stock after selling 2,647 shares during the period. Microsoft makes up 1.8%

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Wealth Management

Renowned Tax Strategist Reveals Cutting-Edge Tax Strategies For The Wealthy

“Tax Alpha Solutions: Effective Tax Management Strategies For High-Net-Worth Investors” By Matthew M. Chancey Is Released With Forbes Books. This release is posted on behalf of Forbes Books (operated by Advantage Media Group under license). NEW YORK (July 16, 2024) — Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth Investors by Matthew M. Chancey

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Wealth Management

Taxing gold buyers is a tax-on-tax, say experts

Taxes are not the universal key To reduce the attractiveness of gold, some experts recommend reconsidering taxing gold purchases. Associate Professor, Dr. Nguyen Thi Mui, a member of the National Financial and Monetary Policy Advisory Council, proposed that the State Bank of Vietnam should soon propose to the Ministry of Finance to develop tax policies

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Wealth Management

SGMC Health Honors Hulsey with DAISY Award

Posted on: July 15th, 2024 SGMC Health recognized Lindsey Hulsey with the July DAISY Award for extraordinary nursing. She was honored for her compassionate and heartfelt care provided to a patient and his family members.  Hulsey was nominated by a coworker in Palliative Care who witnessed the impact Hulsey had on the patient.   

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Wealth Management

Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032 Due to Rising Demand for Comprehensive Financial Solutions

SNS Insider pvt ltd The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider. Pune, July 15, 2024 (GLOBE NEWSWIRE) — Wealth Management Platform Market Size & Growth Analysis: “According to SNS Insider

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Wealth Management

California health care pioneer goes national, girds for partisan skirmishes

When then-Gov. Arnold Schwarzenegger called for nearly all Californians to buy health insurance or face a penalty, Anthony Wright slammed the 2007 proposal as “unwarranted, unworkable, and unwise” — one that would punish those who could least afford coverage. The head of Health Access California, one of the state’s most influential consumer groups, changed course

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Wealth Management

GAM Shifts Management Company Activities To Apex

GAM said its fund management services business is now “highly commoditised” and more cost-effective when outsourced. Zurich-listed GAM Holdings has agreed to transfer its management company activities in the UK, Ireland and Luxembourg to Apex Group, the financial services business. The move has been made, GAM said, to streamline its operations and focus on

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