Commercial banking

The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

Vertigo; not workin' on the railroad; bad company; and other highlights of recent tax cases.

Forward-thinking companies are aligning accounting teams with the businesses' compensation committees.

Ron Schneider is director, corporate governance services for Donnelley Financial Solutions (DFIN). He is responsible for providing thought leadership on emerging corporate governance, proxy, sustainability and other disclosure issues. During his career, he has managed more than 1,600 proxy solicitations, 200 tender or exchange offers, and 30 proxy contests, with his proxy fight clients succeeding in over 70% of such situations. His prior experience includes three years at investor relations agency The Financial Relations Board, three years at AST Phoenix Advisors, and nine years at BNY Mellon. Earlier in his career, he held increasingly senior positions at major proxy solicitation firms Morrow & Co., D.F. King, and Georgeson & Co., where he served on its first board of directors.

The Top 50 Firm is merging in a firm based in Albany, effective Sept. 8.

Republicans are betting bigger tax refunds ahead of midterm elections paid for by cuts in social programs afterward will overcome early public disapproval.

A new study by J.D. Power revealed that TaxSlayer ranks highest in customer satisfaction among do-it-yourself tax services.

Advisory Amplified, organized by Fearless Foundry, is a series of small conferences across six cities from September 23 to October 9, 2025.