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Articles tagged "IRS"


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Peter Swisher: The DOL's authority is limited to ERISA plans. The IRS retains control of enforcement. The DOL therefore gets to write the rules for IRAs though they have no power to enforce them.

How the DOL brought the IRS wolf to the RIA door with its 'rule' -- think IRAs

The Internal Revenue Service was always the IRA cop for individuals but now advisors may answer to the tax man

May 13, 2016 at 10:19 PM

Andrew Parish: The legal fight isn't over and that there are a tremendous amount of moving parts.

The peculiar sentencing scenario involving Andrew Parish, AdvisorHUB, lenient prosecutors and an atypically forgiving IRS

The slashing blogger will continue the legal fight, he says, but for now incarceration seems inevitable

September 23, 2015 at 5:20 PM

Dale Brown: The SEC recognizes that working to harmonize standards is a good PR effort to improve its standing among consumer groups.

Dale Brown tells RIAs why SEC's fiduciary standard is too costly for their clients

Invoking his own parents' small nest egg, the FSI chief projects a 2015 Finra takeover of SEC duties for RIAs

April 26, 2013 at 4:26 AM

Brett Kaufman: Everyone now has a lifetime gift exclusion amount of $5 million per person and a 35% gift tax rate for gifts over $5 million.
July 31, 2012 at 3:25 AM

Alan Olsen: The DOJ has plenty of leads developed from last year's amnesty program, and from the agency's pursuit of banks.

The next step in the IRS pursuit of high-net-worth individuals

The DOJ steps up the hunt for offshore accounts. Here's what not to try: spiriting the cash out in a suitcase.

July 23, 2010 at 3:53 AM

David Gordon: Conversions may cause bracket-creep and can impact both itemized deductions and Social Security income.
November 13, 2009 at 5:13 AM

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