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The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.
January 16 -
Investors must account for the impact of transition risks on existing investments, including potential costs to remediate or decommission assets that would otherwise remain productive.
January 16Berkeley Research Group -
Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."
January 16 -
The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.
January 15 -
The International Federation of Accountants reviewed the most helpful research by academics, accounting organizations and firms on the role accountants are playing in ESG reporting and assurance.
January 15 -
CEOs are increasingly enthusiastic about deploying generative AI technology like ChatGPT as part of their strategic plans, but they're wary about climate change and regulations, according to a new survey by PricewaterhouseCoopers.
January 15 -
What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.
January 10The TOLI Center East -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
The debt ceiling agreement included a side deal that would allow $70 billion in accounting moves to spare agencies most cuts, though $20 billion in cuts to IRS funds may be accelerated.
January 5 -
The Financial Accounting Standards Board has decided not to add several projects to its technical agenda, including one on commodities, despite requests.
December 28