Day: July 2, 2026

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

The Internal Revenue Service’s Taxpayer Assistance Centers staff provided incorrect advice about the tax laws in nearly half the visits by inspectors.

BMSS Advisors & CPAs acquired Aviso Group, extending the Top 100 Firm’s footprint in Alabama and launching the BMSS Family of Companies.

Money flowing into President Donald Trump’s newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund.

LevitZacks and Wilson Lewis completed acquisitions, effective as of June 1, growing their footprints in their respective states.