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The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21
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Who owns the business and who is going to run it are separate — but equally important — questions.
February 13
Napier Financial -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12
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The American Institute of CPAs is asking the Treasury and the Internal Revenue Service to postpone the effective date of their final regs on donor-advised funds.
February 5
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Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.
February 2
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1099s every quarter; latest tax lawmaking; a crypto outlook for 2024; and other highlights from our favorite tax bloggers.
January 23
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As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18
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Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.
January 18
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The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.
January 16
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From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9
