Tax

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

The procedures need fixing after the IRS approved potentially ineligible tax professionals, including some with a criminal history or uncertain citizenship.

The IRS is continuing to challenge and audit claims for the Employee Retention Credit, extending the yearslong backlogs on processing the often dubious claims.

Most buyers focus on price, but depreciation often matters more in certain asset classes.

Anthony Sciarra, a tax leader at PricewaterhouseCoopers, is joining Armanino's tax practice as the San Ramon, California-based firm continues to grow.

The Excel-based calculator can help companies working on large, multiyear construction or manufacturing projects compute the interest for the contracts.

The Internal Revenue Service released the inflation-adjusted amounts for health savings accounts for 2027, increasing the limits from 2026.

The fund was created as part of an agreement to resolve the president's lawsuit against the Internal Revenue Service over the past leak of his tax information.

AI is a powerful tool for tax professionals, but with a smaller, more automated and less forgiving IRS, firms need to have the right policies in place.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.