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Its back to school for university endowments and U.S. lawmakers.
September 9 -
Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a discussion draft of proposed legislation that would prevent taxpayers from putting more than $5 million in an individual retirement account.
September 8 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
September 7 -
We all use the cliché that we give the clients the best we've got, but what does it really mean?
September 5 -
Guiding your clients into and through their post-work life
August 29 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
August 29 -
Indian Country Today reports that retired PGA golfer Notah Begay III, in his first ambassador role outside of professional sports, has partnered with southwest CPA and business consulting firm REDW to promote accounting and financial literacy to Native American communities.
August 25
Accounting Today -
The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.
August 24 -
Most people have never heard of the alternative minimum tax, and those that have probably would love to forget about it and wish that it would just go away.
August 23 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
August 22
