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They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 27 -
The charges include filing for over $600 million in false Employee Retention Credits and other funds.
January 27 -
The IRS kicked off tax season facing a hiring freeze imposed by President Trump in an executive order and uncertainty over $20 billion in budget cuts.
January 27 -
President Trump reiterated his pledge to eliminate taxes on income from tips during a rally in Las Vegas, where the hospitality and service industry is dominant.
January 27 -
Tax prep giant H&R Block celebrated its 70th anniversary at an event Thursday in New York as it gets ready for the start of tax season on Monday.
January 24 -
Following the Republican victory in the 2024 election, tax reform and political changes are at the forefront of every accountant's agenda.
January 24Source Advisors -
Trump described the European Union's cases against the American tech companies as "a form of taxation," in comments at the World Economic Forum in Davos.
January 24 -
German prosecutors are preparing to bring the first criminal charges against staff who worked at Macquarie Group Ltd. over the Cum-Ex tax scandal.
January 24 -
Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.
January 24