IRS Relief for Tax Underpayment: Bloink & Byrnes Go Thumb to Thumb
By Robert Bloink | William H. ByrnesBecause of the huge tax law change, the IRS is providing penalty relief to taxpayers who underpaid during 2018--but is it too much?
March 13, 2019
SEC Seeks Input on Advisors' Custody of Digital AssetsIssues have been raised about the regulatory status of advisors' custodial trading practices involving certain assets.
March 12, 2019
FPA Launches College Funding Advice CourseAdvisors can earn 11 CFP continuing education credits if they complete the course.
March 12, 2019
Wells Fargo 'Has Gone Above and Beyond,' CEO Sloan Tells LawmakersHouse Financial Services Committee Chairwoman Maxine Waters said the bank is "too big to manage."
March 11, 2019
Advisors to Return $125M in 12b-1 Fees Under SEC Share Class InitiativeMore than 70 advisors self-reported that they improperly sold clients mutual fund shares with 12b-1 fees.
March 11, 2019
Top 10 Estate Planning Tax Facts for 2019After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
March 11, 2019
These 'Future Shocks' Could Shake Up Wealth ManagementToffler Associates CEO Maria Bothwell tells ThinkAdvisor about four major drivers of change advisors need to watch.
March 07, 2019
Advisor Exam Rate Likely to Drop in 2019: SECOCIE Deputy Director Dan Kahl told advisors Thursday to "take a look at your Reg SP" policies and procedures.