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The rescue package makes it easier for those who have lost their jobs to keep their health insurance.
May 20
Tax & Accounting Professionals business of Thomson Reuters -
Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.
April 16
The TOLI Center East -
When choosing a business entity type, general contractors must think about the legal, financial and tax implications.
April 2
CorpNet.com -
A buy-sell agreement between the joint owners of a closely held business or professional practice is critical for the orderly continuation of the business following a “triggering event,” such as the death, divorce, disability, bankruptcy, retirement or termination of an owner.
March 10
The TOLI Center East and Offit & Kurman -
CPA financial planners should play a major role in giving life insurance advice to their clients.
March 1
Napier Financial -
As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.
February 2
Innovest Portfolio Solutions LLC -
There are still a few things your clients should know and do now, well before they ever need to file a claim.
December 18
The TOLI Center East -
Two key U.S. Supreme Court justices indicated they are inclined to uphold the bulk of the Affordable Care Act as the court weighed the fate of a landmark law that provides health-insurance to 20 million people.
November 11 -
The board is postponing the effective date of its long-duration insurance standard for a year and making it easier to adopt it early.
November 5 -
CPA Mutual’s Accountants Professional Liability Insurance program is moving to Camico, effective Jan. 1, 2021.
October 28 -
From the ACA to HSAs, FSAs and more, tax considerations are a major part of insurance choices.
October 27 -
The Internal Revenue Service is offering less generous settlement terms to participants in micro-captive insurance schemes as part of its clampdown on the transactions.
October 22 -
BDO USA is merging in Quantum Global Advisors LLC, a Chicago-based international insurance claim and valuation consulting practice, in a deal that’s expected to close Oct. 16.
October 6 -
The board has voted to defer the effective date of its long-duration insurance contract standard for one year.
October 5 -
The Internal Revenue Service published final regulations for Achieving a Better Life Experience, or ABLE, accounts for disabled Americans.
October 2 -
The Financial Accounting Standards Board released a proposed accounting standards update to help insurance companies adversely affected by the COVID-19 pandemic by giving them an extra year to implement the long-duration insurance accounting standard.
July 9 -
To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.
June 30 -
Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.
June 17
The TOLI Center East -
The meeting was the last in chairman Russell Golden’s term.
June 10 -
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20
The TOLI Center East







