Fidelity RIA Chief to Be HD Vest CEO
Bob Oros is leaving the clearing and custody post to lead the group of 4,500 indie advisors.
IRS Probe of Bitcoin Accounts Sparks Legal Showdown
San Francisco digital currency company Coinbase Inc. is challenging an IRS request for information about customers.
House Bill Would Let Students Pay Off Loans With 529 Plans
The legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
AICPA Issues Updated Tax Guide for CPA Financial Planners
Republican-controlled Congress will address individual and corporate tax reform together, says Andy Friedman.
Get Ready to Pay $500 More in Social Security Taxes
Why an automatic change in a Social Security rule may sting in 2017.
4 Tax-Planning Tips for a Fiscally Healthy 2017
While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
The Path Forward for the Proposed Family-Controlled Business Valuation Regulations
Strong negative public reaction and the incoming Trump administration call a controversial proposed rule into question.
Charities on Edge Ahead of Trump Era
Tax breaks for charitable giving and federal support for nonprofits could be at risk.
Time’s Up on These Tax Changes January 1
Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.