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Common mistakes clients and planners make
June 1 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
June 1 -
The U.S. Labor Departments Employee Benefits Security Administration has released a study criticizing the quality of employee benefit plan audits performed by CPAs, finding that serious deficiencies in 39 percent of the audits are putting the benefit plans and 22.5 million participants and beneficiaries at risk.
May 28 -
Thomson Reuters has released the fourth edition of its treatise, "Tax Planning for Highly Compensated Individuals," by Robert E. Madden on the Thomson Reuters Checkpoint service.
May 28 -
The Tax Court recently ruled against the IRS over what constitutes a present interest in a Crummey trust.
May 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 18 -
The Securities and Exchange Commission charged a CPA and his son in New York on Thursday, accusing them of conducting an insider trading scheme involving tips on nonpublic information that they sent in coded email messages disguised as discussions about golf.
May 14 -
Popular at times in the past, but perhaps out of favor more recently, QPRTs (Qualified Personal Residence Trusts) may be an idea whose time has returned.
May 14 -
There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.
May 12
