The 45th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN brings together some of the top estate planners from around the country to lecture at a two day conference. This is the first in a series of articles elaborating on some of the many planning nuggets gleaned from the conference that
0 Comments
BPM LLP, a Top 100 Firm based in San Francisco, has added Adhere Inc., a security technology company in Fairfield, California, to its advisory practice, the latest in a series of mergers. BPM, short for Burr Pilger Mayer, is adding approximately 10 employees through the deal, with Adhere CEO Sarah Lynn joining the firm as
0 Comments
The Internal Revenue Service released a new set of tax gap estimates Thursday for tax years 2011, 2012 and 2013, but they indicate the tax compliance rate is mostly unchanged from previous years. The gross tax gap means the difference between true tax liability for a given period and the amount of tax that is
0 Comments
The House of Representatives on Wednesday passed the SAFE Banking Act on a 321 to 103 vote. If this bill passes the Senate and becomes law, it could have great implications for several states’ cannabis excise tax revenues. Eleven states have legalized adult-use recreational marijuana, but only seven states have operational markets with taxes levied
0 Comments
Mr. Unfreeze; Discount miscount; pity me, pity me; and other highlights of recent tax cases. Glendale, California: Former Wells Fargo branch manager Hakop Zakaryan, 34, has pleaded guilty to one felony count of bank fraud for using his position to help launder proceeds of a tax fraud and identity theft scheme. The scheme involved using
0 Comments
With the exception of Estonia and Latvia, all European countries covered in today’s map levy a dividend tax. Top dividend tax rates vary significantly across European countries. While Slovakia levies a tax of only 7 percent on dividend income, Ireland taxes dividends at 51 percent. Over the last two years, four European countries have made changes to
0 Comments
Source: Stock.Adobe.com Longtime favorite of financial advisors falling on tough times Have you ever spent time with a financial advisor whose investment approach is rooted in “asset allocation?” Most are, these days. I am not one of them, at least not in the traditional sense. But if you have been informed by one, you were
0 Comments
Captive Insurance jda On September 15, 2019, the IRS issued News Release IR-2019-157 entitled “IRS offers settlement for micro-captive insurance schemes; letters being mailed to groups under audit.” This appears to be the start of what amounts to the start of a global settlement initiative for qualifying 831(b) captive insurance companies and their owner. At
0 Comments
Introhive, which makes customer relationship management software for enterprises, has expanded its relationship with PwC to deliver artificial intelligence-powered relationship intelligence to the global market. The joint business relationship, which began in the United Kingdom in December 2018, has extended to Canada and the United States, with plans to expand into other countries across Europe.
0 Comments
2020 Democratic U.S. presidential candidate and U.S. Senator Bernie Sanders speaks during a campaign event in West Branch, Iowa, August 19, 2019. Al Drago | Reuters There could be a new factor to your credit score: the president of the United States. Democratic candidate Bernie Sanders wants to eliminate the private credit reporting companies and
0 Comments