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Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4
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Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.
March 4
The B3 Method Institute -
Love it or hate it, beneficial ownership information reporting is on the shelf for most small businesses — for now, at least.
March 4
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Top 25 Firm Moss Adams acquired the assets of 360 Cloud Solution and 360 Cloud Apps.
March 4
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IRS Criminal Investigation names its top 10 cases from last year, which go far beyond just tax.
March 4
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President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4
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The Institute is urging the Treasury to suspend and remove final regulations labeling some partnership related-party transactions as "transactions of interest."
March 3
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For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3
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At the same time, the Internal Revenue Service is planning to close over 100 in-person Taxpayer Assistance Centers.
March 3
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Big Four firm KPMG elected Tim Walsh as its next U.S. chair and CEO, and Atif Zaim as its next U.S. deputy chair, effective July 1.
March 3
