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Impact of SECURE 2.0 on Planning for Trusts
Federal Taxation
The last two articles the author wrote, Dealing with Proposed Regs under the SECURE Act and Strategy Under the SECURE Act,…
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Recent IRS Challenges to Grantor Retained Annuity Trusts (GRATs)
Federal Taxation
There are two separate significant IRS challenges to grantor retained annuity trusts (GRATs) in the context of ongoing merger…
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After the Move – Part I: New York State’s Income Sourcing Rules for Telecommuting and Deferred Compensation
State Taxation
This is part one of a three-part series focusing in nonresident issues that have been seen since the COVID-19 pandemic. For…
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Experts Offer Tips on How to Be Both Nice and Assertive at Work
NextGen
Most people want to be nice at work, but how nice is too nice? Not so nice that their people-pleasing impedes their careers,…
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Survey: 60% of Consumers Use Technology Tools Before Consulting Financial Professionals
Trusted Professional
Sixty percent of financial technology users seek advice from fintech solutions before consulting their accountant or…
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House Oversight Subcommittee Hears About Employee Retention Credit Problems
Taxation
The U.S. House of Representatives’ Committee on Ways and Means’ Subcommittee on Oversight recently held a hearing on the…
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Regulatory Roundup: July 25-31
Regulatory Roundup
AICPA AICPA & CIMA launch new climate resilience accounting resourceJuly 23, 2023 CIMA partners with ICAZ to elevate the…
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Workplace Strategist: Leaders Must Heed What Younger Workers Share on Social Media
NextGen
Younger workers are sharing their work stories online, and leaders had better pay attention, workplace culture strategist…
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GAO: IRS Can Use New Funding to Audit More Large Partnerships
Auditing
The IRS audits few large partnerships, and it can use the extra funding provided by the Inflation Reduction Act to…
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