Banking

Taxes don't pause; chaotic policy; larger tax burden; and other highlights from our favorite tax bloggers.

The Treasury's Financial Crimes Enforcement Network issued an alert about fraud schemes targeting student aid programs administered by the federal government.

There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

Tax amnesty programs; protecting your practice; unidentified tax payments; and other highlights from our favorite tax bloggers.

Here's a strategic guide for partners acquiring books of business and financing firm operations.

The Education Department's refusal to characterize accounting degrees as 'professional' is much more than just a rhetorical problem.

The Treasury Department introduced a mobile app enabling families to access Trump accounts, the new tax-deferred accounts for children born after Jan. 1, 2025.

The department's final regulations on which types of professional degree programs can receive loans of up to $200,000 ruled out the accounting profession.

New GASB standards; tax cheats; along for the rideshare; and other highlights from our favorite tax bloggers.

Over a million tax-favored accounts are eligible for a $1,000 contribution by the government.

The Institute submitted a letter in response to the Department of Education's plan to exclude accounting from its definition of "professional degree" programs.

Katz, Sapper & Miller, a Top 50 Firm based in Indianapolis, has added an investment banking practice by acquiring Charter Capital Partners in Grand Rapids, Michigan.

The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.

The American Institute CPAs, the National Association of State Boards of Accountancy and state CPA societies voiced their objections to a government proposal.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

Intuit announced a host of new agentic AI features for both TurboTax and Credit Karma users.

The Top 75 Firm opened Mary Street Capital, an investment bank affiliate, to expand its advisory capabilities and serve family- and founder-owned middle-market businesses.