When Will You Get Your 2021 Income Tax Refund?
This chart shows an estimated date for when you may receive your refund: The Covid stimulus payments you... read more
If your client has a financial interest in, or signature authority over, any foreign accounts, certain filing requirements with the U.S. Department of the Treasury, in addition to the Internal Revenue Service (IRS) may apply. Filing requirements may also apply to taxpayers that have direct... read more
January 7, 2021
OverviewThe Consolidated Appropriations Act of 2021 (referred to as the "COVID-19 Relief Bill" or "Act") signed into law by the president on December 27, 2020, is the latest round of stimulus legislation. With more than 5,000 pages, the Act m... read more
Industry News: What are the six pitfalls to avoid when adding financial planning to your firm’s offerings?
Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings
There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial pl... read more