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The Internal Revenue Service is setting up a new unit to target the use of basis shifting between related parties as a way for partnerships to avoid paying taxes.
June 17 -
The service reported on its increased enforcement efforts on Friday, including collecting over half a billion dollars from millionaires who didn't pay their taxes.
January 12 -
How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.
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Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.
May 10 -
Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.
September 18Savant Capital Management -
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.
August 9Financial Planning -
By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.
May 29 -
"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.
March 10Retirement Matters -
The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.
November 2 -
A split after working together is traumatic. Here are ways to make it less disruptive and stressful.
September 12