Financial Planning

The IRS clarifies certain sections of the SECURE Act.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

The combined organization will be called the Value Reporting Foundation.

Changes for the year; partnerships’ reporting; building your brand; and other highlights from our favorite tax bloggers.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

Chris Rokos, who runs the hedge fund that bears his name, sued Deloitte and a U.S. law firm after 39.4 million pounds ($52 million) in tax relief was thrown out by U.K. authorities.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.