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WASHINGTON, D.C. — The U.S. Department of the Treasury and Internal Revenue Service have finalized regulations classifying certain charitable remainder annuity trust (CRAT) arrangements as listed tax-avoidance transactions, requiring taxpayers …
IRS Targets CRAT Tax Shelters With New Disclosure Rules Read More WASHINGTON, D.C. — The Internal Revenue Service has finalized regulations classifying certain arrangements marketed as Charitable Remainder Annuity Trusts (CRATs) as listed transactions, increasing disclosure requirements and potential penalties for …
IRS Classifies Certain Charitable Trust Tax Strategies as Abusive Read More
VALLEY FORGE, PA — Vanguard has expanded its suite of model portfolio solutions with the launch of two new dynamic asset allocation fixed income models designed for financial advisors. The …
Vanguard Expands Fixed Income Offerings With Two New Dynamic Model Portfolios Read More