How IRA conversions can come at a steep price for clients, plus, ways to dodge a surprise bill from the IRS, in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

How IRA conversions can come at a steep price for clients, plus, ways to dodge a surprise bill from the IRS, in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Thomson Reuters debuted two agentic AI offerings that are aimed at improving tax and advisory workflows: Ready to Advise and Ready to Review.
The IRS is giving payment and filing relief to taxpayers in the Lone Star State who were affected.
The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.
The Internal Revenue Service's plan under the Biden administration to audit high-income taxpayers appears less likely after staffing and budget cuts.
The Big Four firm has acquired certain assets of boutique firm Trust Processing Solutions, based in Cincinnati.
Wolters Kluwer announced a version of CCH Validate that is now entirely in the cloud.