A tax practitioner complained about a six-week wait for a response to help a client with a financial hardship who was owed a refund, leading to the unflattering review by the Treasury Inspector General for Tax Administration.
Day: August 5, 2024
How to guide clients out of big stock concentrations
The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.
Coca-Cola to pay $6B tax bill after Tax Court ruling
Beverage giant Coca-Cola said that it will pay the very old debt, but it is still appealing.
Blue teams with Pioneer on IT, cyber services
Top 75 Firm Blue will offer cybersecurity and IT services through a partnership with Pioneer Technology .
PCAOB awards record 676 student scholarships
The Public Company Accounting Oversight Board announced its largest-ever cohort of students will receive $15,000 each, up from $10,000 in previous years.
ESG: The next hundred-year flood
Environmental, social and governance work could be for accountants in the 21st century what tax and audits were in the 20th.
Helping pre-retirees choose a retirement spending limit
Retiring clients need a realistic and accurate target that ensures they neither outlive their savings nor unnecessarily restrict their “fun money” spending. Here are some steps to follow.