Financial Planning

The firm has implemented inter.x in-house, but it is also available to clients to manage dealings between financial entities of a business, which account for 30 to 40 percent of the global economy.

Divorce and COVID-19 each bring various tax considerations.

The challenges for corporate reporting after COVID-19

In the wake of a global pandemic, everything is being re-thought.

The guidance says some deductions of estates and non-grantor trusts are not considered to be miscellaneous itemized deductions.

One of the biggest arguments against checks is that they’re just plain old, invented to support even older banking processes.

A big cut in the payroll tax is high on President Donald Trump’s wish list for the next coronavirus response bill, but the idea is getting the brushoff from newly cost-conscious Republicans and Democrats who would rather send aid to people who aren’t getting a paycheck.

Rich Americans are taking advantage of an unprecedented opportunity, made possible by the coronavirus pandemic, to transfer money to their children and grandchildren tax-free.

Just before the coronavirus roiled the economy, wealthy investors piled into funds that take advantage of a popular, two-year-old tax break meant to help poor communities.

Difficult times hold up a mirror to your practice. What will you see?