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Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.
March 28 -
The Internal Revenue Service failed to deactivate its Identity Protection Personal Identification Number program after a data breach in May 2015 for nearly a year, despite repeated recommendations from the Treasury Inspector General for Tax Administration, according to a new report.
March 27 -
The Internal Revenue Service is adding extra staff starting Tuesday to help tax professionals reinstate their e-Services accounts.
March 20 -
The IRS is seeking nominees for its Electronic Tax Administration Advisory Committee.
March 12 -
The Financial Accounting Standards Board has released an update to improve the financial reporting on pensions and other post-retirement benefits.
March 10 -
The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.
March 10 -
How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.
February 28 -
The Financial Accounting Standards Board aims to improve financial reporting for an interest in a master trust.
February 27 -
The Internal Revenue Service is making progress on its efforts to combat stolen identity refund fraud, but the accuracy of its measurements of the identity theft problem needs to be better, according to a new government report.
February 9 -
There are ways around having to pay as much as a 50 percent penalty. Plus, inheriting Roth IRAs and more efficient retirement portfolios.
February 1 -
Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.
January 29 -
The Internal Revenue Service, along with state tax authorities and the tax preparation industry, are cautioning businesses to beware of an email phishing scam using a corporate officer’s name asking for employee W-2 forms from payroll and human resources departments at companies.
January 26 -
Blue Benefits Consulting Inc., an affiliate of Top 100 accounting firm Blue & Co., has merged in Indiana Benefits Inc., effective Jan. 2, 2017, expanding the firm’s benefits consulting business.
January 20 -
Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.
January 17 -
The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.
January 14 -
What the government returns can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.
January 11 -
The Internal Revenue Service, along with the state tax authorities and tax industry companies that are part of its Security Summit, issued a warning Wednesday to tax professionals to beware of a new two-stage scheme from cybercriminals who are posing as clients soliciting services.
January 11 -
Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.
January 4 -
Although the year is ending soon, it's not too late to implement some planning moves that can improve a client's tax situation for 2016 and beyond. This article reviews some actions that clients can take before December 31 to improve their overall tax picture.
December 27Thomson Reuters Checkpoint -
Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 21













