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The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.June 23
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The Governmental Accounting Standards Board issued guidance Tuesday to improve the reporting of Section 457 deferred compensation plans for state and local government employees.June 23
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It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.June 19
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The Internal Revenue Service provided guidance on expanded eligibility and more.June 19
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Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.June 17
PrincipalThe TOLI Center East
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President Donald Trump recently highlighted the “opportunity zone” tax breaks he signed into law in late 2017 as a reason his administration “has done more for the Black Community than any president since Abraham Lincoln,” but a new study casts doubt on the program's effectiveness.June 17
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It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.June 16
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Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.June 15
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The Internal Revenue Service recently issued crucial guidance to help developers take advantage of tax credits for the systems, and supporters say it could usher in a new era for the controversial technology.June 11
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The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.June 3
