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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 one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.
December 9 -
The agency began digging into the massive tax law addressing issues that needed immediate clarification.
October 8 -
Trump’s order defers the payment deadline to the end of the year, though Treasury Secretary Steven Mnuchin has said company participation is optional.
August 28 -
The change bars money managers from using some types of business entities to take advantage of an exemption to rules laid out in the 2017 tax law.
August 3 -
The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.
March 10 -
Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.
February 24 -
The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.
February 13 -
President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.
January 27NICSA -
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7