"You don’t want to be in a position where you’ve got an unexpected tax bill because you underestimated your estate." Inheritance tax is a hotly debated topic, but many people assume that it will only ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Thank you for your interest. You can now access the asset below. This annual ranking of the leading national and local firms also includes data analysis, as well as their chief executives' take on the ...

Standard Chartered said on Monday that Ole Matthiessen will ‌be joining the bank as its global head of transaction services services and ⁠digital assets, under its corporate and investment banking ...

A chartered financial analyst, or CFA, is someone who has completed the CFA Institute's CFA Program, acquired the program's experience requirements, and passed the rigorous three-part CFA exam to ...

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings.

The Tax Court affirmed bargain sale treatment for a transfer of for-profit colleges to a nonprofit entity but adjusted the taxpayer’s claimed charitable deduction for the transfer. The Tax Court ...

Veronica Beagle is the managing editor for Education at Forbes Advisor. She completed her master’s in English at the University of Hawai‘i at Mānoa. Before ...