Ways around having to pay as much as a 50 percent penalty, plus, inheriting Roth IRAs, more efficient retirement portfolios, and other highlights from our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.
Even though the One Big Beautiful Bill Act made substantial changes in the Tax Code, one area where that may not be seen so much is in terms of simplification.
Government contractors are feeling the revenue effects of executive orders from the Trump administration and cuts from the Department of Government Efficiency.
The overwhelming majority of organizations are finding themselves victims of fraud attempts, in many cases on a weekly basis, according to a new report.
Crete Professionals Alliance, based in Tampa, Florida, has added a San Diego, California-based provider of valuation and financial advisory services.
The mass adoption of AI in the financial planning and analysis world has led to predictions that headcount will likely shrink over time because fewer people will be needed in the future.
