Merrill Unveils Tax-Loss Harvesting Reports

Published on August 26, 2024

Merrill Launches Tax Lost Harvesting Reports

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How Price Controls Could Harm the U.S. Economy Under a President Harris

August 26, 2024
This week, before she accepted the Democratic Party’s nomination for president, Vice President Kamala Harris threw her support behind President Joe Biden’s tax proposals for 2025, which include a steep 44.6% capital gains rate and an unprecedented 25% tax on unrealized gains.

Wellspring taps Evolution Capital’s Jeffrey Kadlic as president and COO

August 26, 2024
Wellspring Financial Advisors is looking kickstart its next leg of growth as it brings in an experienced private equity veteran to enhance its C-suite.The firm announced Monday that it has named Jeff Kadlic as its new president and chief operating officer, a strategic move aimed at enhancing its service offerings and operational efficiencies.Kadlic’s appointment, effective September 3, comes as th