-
The Internal Revenue Service posted new rules Friday for multiemployer qualified retirement plans that have run into funding problems and need extra financial help from the Pension Benefit Guaranty Corporation.
July 9 -
Take a look around your own firm to see if an uncomfortable number of senior staff are on the cusp of retirement. Who will replace them?
July 8Prager Metis CPAs -
Infrastructure fantasies; trouble with the U.S.-Malta Treaty; the future of contactless prep; and other highlights from our favorite tax bloggers.
July 6 -
Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.
June 14Withum -
A tough season has some preparers considering taking down their shingle, but many still plan to hang on.
June 9 -
For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.
May 26Athene -
Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.
May 18 -
Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.
May 11 -
The Ways and Means Committee approved bipartisan legislation Wednesday to expand automatic enrollment, among other things.
May 5 -
Mandatory retirement age policies at the major firms don't need to be the end of a successful career.
April 26Esposito CEO2CEO, LLC