-
Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.
December 30 -
Some advisors say they’re busier than ever in the last weeks of 2020.
December 22 -
The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.
December 21 -
The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.
December 16 -
Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.
December 13 -
There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.
December 10
Baird -
The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.
December 10 -
It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.
December 10 -
The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.
November 30 -
Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.
November 20
Financial Services Institute -
The guidance clears up the tax treatment of expenses when a loan from the Paycheck Protection Program hasn’t been forgiven by the end of the year.
November 19 -
Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.
November 17 -
Democrat Joe Biden is expected to name his SEC chairman pick in the coming weeks.
November 16 -
The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.
November 13 -
Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.
November 12 -
A moderate pick with financial sector ties could upset progressives, while the likely GOP majority in the Senate could balk at a nominee seen as too liberal. Here are some of the candidates.
November 10 -
While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.
November 10 -
If Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.
November 9 -
The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.
November 9 -
Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.
November 9





















