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None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.
February 4
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A complicated kind of debt deal is electrifying the muni market these days: prepaid energy bonds.
February 3
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Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.
January 30
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The International Public Sector Accounting Standards Board released a standard to help entities consistently report climate-related risks and opportunities.
January 29
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The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28
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Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.
January 27
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The IRS issued a notice extending the deadline for making certain amendments to IRAs, SEP arrangements and SIMPLE IRA plans until Dec. 31, 2027.
January 26
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Jennifer Wilson of ConvergenceCoaching cross-examines the potential impact of private equity on accounting firms, and on the profession as a whole.
January 26
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The Top 75 Firm has added an audit and accounting firm in New York, the latest deal after receiving private equity funding.
January 22
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Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover distributions.
January 21
