Certified Crypto Investor Fraud Specialist

Advisors often think about their business value in the context of a liquidity event—the moment a business is sold or transitioned. But enterprise value doesn’t spontaneously materialize once you have an offer in hand. It’s built over time, shaped by the decisions you make every day. Enterprise value is not an event—it’s a trajectory. Many…

Careful planning in the early stages of memory loss can prevent financial and estate-planning headaches later.

David M. Gordon, President of The Cheesecake Factory Incorporated (CAKE -2.48%), sold 31,950 shares on Aug. 10, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold 31,950 Transaction value ~$3.5 million Post-transaction shares (directly held) 26,875 Post-transaction value $2.99 million Transaction value based on SEC Form 4 weighted average…

Secretary of Health and Human Services Robert F. Kennedy Jr. looks on as President Donald Trump speaks before signing an executive order calling for more research and flexibility on vaccines, in the Oval Office of the White House in Washington, Aug. 10, 2026. Jim Watson | Afp | Getty Images President Donald Trump on Monday…

In Lewis v. Commissioner, the U.S. Tax Court had to determine the value of the deemed gift made by two siblings to their father. The court had previously held that the siblings, who were remainder beneficiaries of a qualified terminable interest property marital trust created under their mother’s will, of which their father Bruce was…

Travelers with a Tennessee driver’s license could run into issues at airport security. The Tennessee Department of Safety & Homeland Security said in a Facebook post that “a small number of driver licenses are not being read by TSA.” “Anyone who experiences this problem can visit a Driver Services Center and receive a replacement license…