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Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”

Mark Fishman, CPA, MST joined Cain & David in 2005 as a partner. His areas of practice include manufacturing, technology, telecommunications, distribution, entertainers and athletes, and services companies. He also is the partner in charge of the firm’s state and local tax practice (SALT) with a specialty in multi-state tax planning, tax credits, nexus requirements, sales tax and ad valorem tax issues.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The advisors defected from rivals UBS and Merrill Lynch.

The extension also applies to Americans living abroad who would otherwise generally have had a filing deadline of June 15.

John Hayashi is a managing director at BPM, a California-based accounting and advisory firm ranking among the 50 largest in the country, where he helps lead the firm’s state and local taxes (SALT) practice. With nearly 30 years of public accounting and private industry experience in SALT, he helps his clients respond to SALT issues, particularly sales tax and use tax related to the Supreme Court's 2018 decision in South Dakota v. Wayfair, Inc. A leader in BPM's SALT group, he listens to client needs to plan and implement strategies that minimize identified
liabilities.

The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.

Samantha Scott is a CPA and supervisor on BPM’s Business Enterprise Services Team.

Rich Gunn leads BPM’s Value Acceleration Service Team, which helps with succession, transition and exit planning for business owners. Rich is a Certified Exit Planning Advisor, Certified Public Accountant and a member of the Exit Planning Institute.