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The customers include a Brazilian businessman whose Florida residence was raided by the IRS and a Colombian family featured in a Senate report about the bank's role in tax evasion schemes.

Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.

A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans.

Bob Kerr, EA, is principal of Kerr Consulting LLC, where he consults with individual firms on tax administration issues. He started his career by spending a dozen years at IRS, mostly in compliance research, and then provided IRS oversight as professional staff on the Senate Finance Committee and served in senior roles, including as chief advocate and IRS/policy spokesman, at the National Association of Enrolled Agents. Follow him on X at @BSG_BobKerr.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

Coverage providers have come to expect that some clients will find fault with their advisors during down markets, whether the blame is warranted or not.

Eric Spacek has more than 15 years of insurance risk control experience and joined Church Mutual in January 2020 as Risk Control program manager. He was promoted to his current role in January 2022.

Spacek earned a bachelor's degree in English from Eastern University in St. David's, Pennsylvania, and his juris doctor degree from American University in Washington, D.C.

Spacek earned the Associate in Risk Management (ARM) designation. He has also received the Cambridge Certificate in Risk Management for Churches and Schools.

Spacek serves on the board of directors of the Iowa Prayer Breakfast Committee and on the board of directors for the Friends of Youth Justice Initiative in West Des Moines, Iowa.

The least attractive place to go shopping has a combined sales tax rate of 9.563%.

Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.