IRS disallows 20K Employee Retention Credit claims amid crackdown
The Internal Revenue Service is continuing to combat scammers and promoters encouraging businesses to file claims for the pandemic tax credit.
Read MoreNews
-
-
Understanding why clients hide held-away cash
Two experienced chief investment officers break down the reasons clients are keeping their cash out of the conversation, and why advisors should work to crack the code.
Read More -
Firms struggle to monitor staffers even after WhatsApp probes
A tech firm that works with some of Wall Street's biggest names finds that off channel communications continue to be a problem.
Read More -
Why these AAPI advisors are working toward better visibility
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
Read More -
SEC office calls for halt to mandatory arbitration for advisor disputes
A new report finds that contract clauses forcing investors' cases into private forums too often stack the deck in favor of firms.
Read More -
Inside Windes' new Ovisto arm and the growing appeal of joining tax and wealth services
The new wealth management business opens with help from Integrated Partners as more RIAs and accountants follow the trails blazed by many dual practitioners.
Read More -
How to prepare for the health care costs of retirement
If you have any questions about Medicare, health care expenses and retirement, Ben Storey has the answers. Watch our interview here.
Read More -
Supreme Court suggests support for 2017 tax on foreign earnings
Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.
Read More -
IRS Criminal Investigation unit is taking on more crypto tax cases
The Internal Revenue Service crime unit that played a leading role in the Binance Holdings Ltd. probe is seeing a surge in cases involving crypto-related tax evasion.
Read More -
Practical advice to help wealth managers build their firms
More emphasis on tax planning services and an upgraded approach to recruiting and retaining top young talent are key for wealth managers looking to drive growth.
Read More -
24 people who will shape wealth management in 2024
From RIA leaders to wirehouse execs like Sergio Ermotti and Ted Pick, to regulators and fintech innovators, here's who to watch in 2024.
Read More -
How financial advisors can better serve transgender clients
Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.
Read More -
Advisor pleads guilty to spending client money on sports gambling
Christopher Turean admitted to moving money out of a customer's account to place bets on DraftKings and FanDuel.
Read More -
IRS spots $37.1B in tax and financial crimes
The Internal Revenue Service's Criminal Investigation unit identified $37.1 billion in tax and financial crimes in fiscal year 2023, exceeding the previous year.
Read More -
Supreme Court could make massive tax impact — or none at all
Moore v. U.S. could "basically get rid of, I don't know, a third of the tax code," former House Speaker Paul Ryan has said.
Read More -
CAIS and BNY Mellon's Pershing team up to extend alts access
The CAIS Alts Experience through BNY Mellon's Pershing builds upon existing integrations to remove transaction fees on participating funds through the CAIS Marketplace to BNY Mellon's Pershing clients
Read More -
Helios upgrades platform with machine learning
New feature aggregates and analyzes data in real-time to bolster the firm's quantitative investment methodologies while optimizing client outcomes.
Read More -
IRS whistleblower nets $15M award amid calls for reform
An anonymous tipster helped the agency catch more than 100 high net worth individuals who paid a combined $71 million in previously avoided taxes.
Read More -
Billionaire tax rests on a disputed $14,729 refund
The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.
Read More -
What advisors can learn from a client who plans to live to 123
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.
Read More
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company