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From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
The Internal Revenue Service and the Treasury issued a notice on labor requirements for enhanced tax benefits under the Inflation Reduction Act.
December 5 -
The federal government's child tax credit just had its 25th anniversary, but not everyone is celebrating.
December 5 -
In his closing statement at the end of the month-long trial, Assistant DA Joshua Steinglass blasted claims by lawyers for the two Trump companies that former CFO Allen Weisselberg had acted alone.
December 5 -
Intuit Tax Advisor, ProConnect Tax, ProSeries and Lacerte have been enhanced in time for the tax season with a number of new features.
December 2 -
The court decision striking down the DAT has implications for other states, and for the future of a global minimum tax.
December 2 -
The inspector general's investigation found no evidence that the former FBI leaders' returns were chosen deliberately.
December 1 -
The platform will be used for the delivery of Section 1031 exchange and Opportunity Zone-qualifying investments to the two organizations' networks of accounting firms and real estate advisors.
December 1 -
Hedge funds; Better Dayz behind; the dance is over; and other highlights of recent tax cases.
December 1 -
'Quiet quitting,' remote work and a number of new factors are making the perennial staffing shortage even worse.
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