Tag: tax
Waveland Energy Partners Oversubscribes $100 Million Oil & Gas Fund
Waveland Energy Partners LLC, a private equity firm focused on the upstream oil and gas industry, announced that Waveland Resource Partners VI L.P., a...
Sponsored: Alliance160’s Client, Waveland Energy Partners, Brings A Different Focus to...
Waveland has been investing in energy for 23 years. Its current investment strategy is bringing something different to the energy sector. Building on its...
Biden’s Budget Proposal Again Seeks to Eliminate 1031 Exchanges
The Biden Administration released its 2024 budget plan this week that proposes sweeping tax increases on investors and the nation’s highest earners. Once again,...
Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client...
Wealth Enhancement Group, an independent wealth management firm with more than $56 billion in total client assets, has added Pinnacle Private Wealth, a hybrid...
Perigon Merges with PM Wealth Management, Forms Strategic Alliance with Prager...
Perigon Wealth Management, an independent wealth management firm with $3.6 billion in client assets, has merged with PM Wealth Management, a New York-based registered...
Sponsored: Mohammed Ali Rashid Launching an Opportunity Zone Fund In New...
Mohammed Ali Rashid a first generation Pakistani real estate expert is launching a tax-advantaged qualified opportunity zone fund in New York next year, a...
Biden’s New Budget Proposes Limiting 1031 Exchanges
Earlier this week, President Biden released his $5.8 trillion 2023 federal budget proposal, which seeks to limit the deferral of gain on Section 1031...
Avantax Recruits $200 Million Veteran Advisor from LPL
Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...
Schwab Executive Predicts Failure of Effort to Eliminate Step-up in Basis
President Joe Biden's proposal to eliminate the step-up in basis, a federal tax provision that provides for the adjustment of the value of an...
APX Energy Hires Vice President of Sales for Northeastern Region
APX Energy LLC, an independent oil and gas exploration company focusing on the Illinois Basin, has hired Mark Levy as vice president of sales...
Guest Contributor: It’s Time to Be Planning for End of Year...
By: Jack Hollander, Executive Vice President of APX Energy
It’s that time of year when advisors are working with clients reviewing their investments, rebalancing their...
Sponsored: The SECURE Act – The Gift That Keeps on Giving
By Kelli Click, president of STRATA Trust Company
The end of last year brought a considerable gift for retirement savers, financial advisors and other professionals...
Hatteras Sky Names Managing Director of Capital Markets
Hatteras Sky, a commercial real estate development firm focusing on tax-incentivized and conventional development, has named Jay Rosoff as managing director of capital markets.
Rosoff...
ADISA Submits Letter to Congress Over IRS Treatment of REIT Distributions
The Alternative & Direct Investment Securities Association (ADISA), a trade group for the retail alternative investment space, has submitted a letter to several members...
Blucora To Rebrand Wealth Management Division
Blucora, Inc. (NASDAQ: BCOR), a firm focused on wealth management and tax preparation, will rebrand its wealth management business to Avantax Wealth Management.
With the...
Blucora Hires Former Cetera Exec as President of Wealth Management
Blucora Inc., a firm focusing on wealth management and tax preparation, has named Enrique Vasquez as president of wealth management, where he will be...
Guest Content: Opportunity Zones vs 1031 Exchanges
By: Timothy Witt, Director of Research and Due Diligence Officer at Concorde
With the release of the second round of proposed opportunity zone (OZ) regulations...
HD Vest CEO to Resign in Two Weeks
HD Vest Financial Services, a tax-focused broker-dealer with $45 billion in total client assets, announced that Bob Oros is stepping down from his role...
HD Vest’s Wymer Brownlee Continues Hiring Spree
Wealth management firm Wymer Brownlee, the largest independent advisor affiliate of HD Vest Financial Services, has expanded its tax team with the hiring of...
