Senators Make Push to Regulate Tax Preparers
The Taxpayer Protection Act of 2015 requires preparers to demonstrate competency in preparing tax returns, claims for refunds and related documents.
Hatch Ratified as Senate Finance Committee Chairman
Hatch says he will push for a tax overhaul and to advance his SAFE Retirement Act.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOL’s fiduciary overhaul.
Under the Hood: What You Need to Know About HARP Mortgages
The government program to help homeowners who have ‘under-water’ mortgages is still running, and many people remain eligible.
Sterne Agee Takes Ex-CEO to Court Over Luxury Spending
The lawsuit comes after the wealth-management firm was told James Holbrook faced federal investigations.
IRS Pushed to Crack Down on ‘Mega IRAs’
GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
Seniors Hold Growing Share of National Student Debt
Seniors now account for more than 15% of the total national student debt burden.
ERISA at 40: ‘Terrible’ or ‘A Job Well Done’?
While terms used to describe ERISA include “horrible” and “terrible,” a panel of experts agreed Tuesday that the law has had a positive impact.
Investing Implications of Inversions
Should your clients be investing in companies that have recently undergone a corporate inversion?
Treasury, IRS OK Deferred Income Annuities in 401(k)s
Target date funds that invest in deferred annuities can be used as default investments in 401(k) plans, Treasury and the IRS said Friday.