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Michael Thompson is a principal at Ryan, leading a team that specializes in the identification, substantiation and documentation of federal and state research and development tax credits.

Ian Boccaccio is a principal and income tax practice leader at Ryan, responsible for leading a global service team of highly skilled professionals coupled with cutting-edge technologies to make substantive impact to corporate profitability. He has over 25 years of extensive experience in serving a range of international tax needs for some of the most complex global companies, focused on optimizing the impact of U.S. tax legislation.

The broker-dealer veteran saw her firm's revenue model as a fair trade — even a badge of honor — before going independent.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.

Richard Bernstein, MBA, is a former IRS R&D engineer who counseled IRS engineering managers for over 17 years on how to think about high-risk R&D tax credits dealing with software. Having retired in 2004, he now is helping businesses compile and archive their substantiation in preparation for submitting their Form 6765, business component and Part G data. Reach him at richb201@gmail.com.

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.