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The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.March 27
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The purpose of the SECURE Act is to incentivize employers to offer retirement plans as well as to improve individual retirement savings outcomes for the millions of Americans without adequate retirement savings.February 28
Compliance analystPaychex
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Senator Bernie Sanders is proposing hiking taxes on executive retirement plans and using the extra revenue to aid struggling worker pension plans.February 28
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The first-ever revision of the International Integrated Reporting Framework for integrated reporting is now underway.February 26
Chair<IR> Framework Panel
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It’s been two years since investors were able to claim tax write-offs for investment costs and advice, but lawyers have found a potential workaround hidden in years-old IRS regulations and case law that may cut tax bills for some private equity and hedge fund investors.February 21
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Michael Bloomberg is proposing a financial transactions tax of 0.1 percent and merging Fannie Mae and Freddie Mac as part of a proposal for regulating Wall Street for a financial system “strong enough to weather crises without harming the broader economy or requiring taxpayer bailouts.”February 18
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The university is dealing with a new levy on college endowments included in the 2017 tax overhaul, the first time private colleges will pay such a fee.February 12
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The new hedge accounting standard is encouraging more companies to re-evaluate their risk management, according to a new report from Deloitte.February 11
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The Governmental Accounting Standards Board released guidance on leases, pension plans and a wide range of other accounting and financial reporting issues that were identified during the implementation and application of some of its earlier pronouncements.February 7
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President Trump referred to the impact of the Tax Cuts and Jobs Act on job creation during his State of the Union address on Tuesday night.February 5
