Financial Planning

1099s every quarter; latest tax lawmaking; a crypto outlook for 2024; and other highlights from our favorite tax bloggers.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

The Institute of Management Accountants is aiming to help businesses find more accounting talent in 2024, as demand for young people to succeed retiring accountants continues to grow, and organizations look for ways to incorporate artificial intelligence and sustainability into their operations.

The American Institute of CPAs is asking to modify the guidance on catch-up contributions in the wake of the SECURE 2.0 Act of 2022.

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.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

A Dallas-based private equity firm is looking to expand its presence in the accounting sector in partnership with a Kansas-based firm it invested in last year.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.

Investors must account for the impact of transition risks on existing investments, including potential costs to remediate or decommission assets that would otherwise remain productive.

Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."