IRS Expands Crackdown on Bogus Employee Retention Credit Claims
By John ManganaroThe agency is sending an initial round of more than 20,000 letters notifying taxpayers of disallowed ERC claims.
December 06, 2023
Dimon Would Shut Down Crypto If He Had Government Role"If I was the government, I'd close it down," the JPMorgan Chase CEO said at a Senate hearing Wednesday.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 06, 2023
Jackson Executive's Team Makes the Data TalkHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
December 06, 2023
Equitable Joins S&P MidCap 400 IndexMark Pearson, Equitable's CEO, predicted the index listing will increase the company's visibility.
December 06, 2023
3 Tax-Friendly Investments for Wealthy ClientsThese under-the-radar options could appeal to certain clients, but it's important to know the risks.
December 05, 2023
Say What? 9 Things Overheard Among the WealthyIn the company of other "1 percenters," wealthy people say some revealing things.