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The Securities and Exchange Commission announced a settlement Monday with a Brooklyn man who entered into a cooperation agreement to help the agency mount evidence in an insider trading scheme in which illegal tips were passed via napkins or Post-It notes at Grand Central Terminal that the tipster would then consume to destroy the evidence.
July 13 -
Hillary Clinton on Monday outlined a plan for economic growth focused on the middle class and signaled she'll be offering an extensive set of proposals to rein in Wall Street in one of the first major policy speeches of her presidential campaign.
July 13 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
July 10 -
The Internal Revenue Service and the Treasury Department plan to amend the required minimum distribution regulations under Section 401(a)(9) of the tax code to address the use of lump sum payments to replace annuity payments being paid by a qualified defined benefit pension plan.
July 9 -
Wealthy people have lots of ways to avoid the estate tax. But a federal judge says one family got a little too creative in dodging its tax bill.
July 9 -
As your clients most trusted adviser, how can you protect them from the financial threat and high costs of long-term care?
July 8 -
Accountants are often selected as trustees of trusts for their clients. But before agreeing to act as trustee, the accountant should understand the time constraints and obligations of a trustee, along with other potential pitfalls, including trust scams.
July 7 -
Accountants get unusual views of human frailty and baseness of character. Most of our interactions are stimulating and propel us to growth, but some expose others weaknesses and extremely poor personal judgment.
July 6 -
Singer-songwriter Robyn Rihanna Fenty may be sending a chilling message to her former accountant in her new music video B*tch Better Have My Money. Rih-Rih kidnaped, tortured, and had a marijuana love fest with a high net-worth woman, who turns out to be the wife of Rihannas former accountant, aka The B*tch.
July 2
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Americans donated an estimated $358.8 billion to charities last year, according to the annual Giving USA report, the highest total ever in the 60-year history of the report.
July 1
