IRS Has a Tough Letter for Micro Captive Owners
By Allison BellOfficials say affected taxpayers are on the hook for withholding failures as well as bad deductions.
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 20, 2021
How Retirement Worries Differ Among Diverse InvestorsAdvisors should consider cultural dynamics in financial planning, Allianz Life says.
September 20, 2021
Kitces' XY Planning Urges SEC to Block Brokers From Offering Financial PlansSuch services are beyond the scope of "solely incidental" advice, says XYPN, which also wants the SEC to tighten rules around advisor titles.
September 20, 2021
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After AllMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 20, 2021
Madoff Scheme Victims Get New $568M DistributionThe new distribution, prosecutors said, will bring overall recovery in the case to over $3.7 billion.
September 20, 2021
Scaramucci's SkyBridge Capital Files for Crypto Industry ETFAs the wait for a Bitcoin ETF continues, SkyBridge joins a number of firms filing for funds investing in crypto-linked stocks.
September 20, 2021
New Jersey Orders Second Firm to Stop Selling Crypto ProductsCelsius Network's accounts, in which customers deposit cryptocurrencies and are paid interest, are unregistered securities, the state says.