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The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.
April 16 -
Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
Crete Professionals Alliance added Reid Tax & Advisory Services; and Financial Independence joined Level Four Financial.
April 10 -
Registrations are open for the 2024 Accounting MOVE Project, with a focus on private equity's impact on accounting career paths.
April 9 -
The Securities and Exchange Commission has temporarily stayed its climate-related disclosure rule amid a rash of lawsuits.
April 8 -
The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5 -
The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.
April 4The Visionary Group -
The firm's air travel emissions increased 77% last year, but it has decreased overall emissions since 2019, according to its 2024 impact report.
April 3 -
Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2 -
A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2