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Aug 04, 2026, 13:00 ET Rubin Rudman adds Shawntel Randi as a Partner in Trusts & Estates Department
associated tax and estate planning implications. Her practice also includes guiding clients through U.S. tax reporting and compliance matters, including the IRS Streamlined Filing Compliance Procedures.Randi is active in the international private client community and is a frequent speaker and author on
More news about: Rubin Rudman
Aug 04, 2026, 10:41 ET /C O R R E C T I O N -- BSA-AML Compliance Group LLC/
federal criminal enforcement across a single program:Jarod Koopman, Chief of IRS Criminal Investigation (IRS-CI) and Chief Tax Compliance Officer, will address his dual leadership role overseeing IRS Criminal Investigation and all of civil tax compliance operations. His keynote will provide
More news about: BSA-AML Compliance Group LLC
Aug 04, 2026, 06:36 ET INTU Stock Drop: Intuit Pricing Issues Lead to 20% Stock Drop and Securities Fraud Class Action for Investors
filers." Intuit stated that "[w]e [lost] on price." Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approx. 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
More news about: Bleichmar Fonti & Auld LLP
Jul 30, 2026, 19:19 ET Plutus Launches Agentic Platform for Life and Annuity Operations, Bringing Purpose-Built AI to the Workflows That Define Service Quality for Life and Annuity Carriers
funds disbursed in under five days.Money Out Withdrawal Agentic Assist analyzes hardship events, validates documentation against IRS hardship standards, checks plan provisions and compliance obligations, and prepares audit-ready approval packages for faster, cleaner decisions. The
More news about: Plutus Technology Solutions Inc.
Jul 30, 2026, 13:50 ET Investment Finance Expert Scott Preston of Kingman, AZ, Explains IRA and Roth IRA Choices for HelloNation
while a Roth IRA provides long-term tax-free distributions.Another key factor is understanding contribution limits and eligibility rules. The IRS sets annual caps on how much can be added to either type of IRA. Individuals aged 50 or older can take advantage of catch-up contributions to increase
More news about: HelloNation
Jul 30, 2026, 13:00 ET In HelloNation, Accounting Expert Richard A. Atkins Explains the Difference Between a CPA and an Accountant
difference, according to the article, is the legal authority a CPA holds. CPAs can conduct audits of financial statements, represent clients before the IRS during formal disputes, and sign off on certain financial documents required by lenders or government agencies. These are services a general accountant
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Jul 30, 2026, 12:27 ET How Property Reserves Work in a Delaware Statutory Trust (DST)
property's bank account as reserves.Even though you didn't receive that $50,000 personally, it is still income generated by your property. Under IRS tax rules, you generally report the property's taxable income—not simply the cash you chose to distribute to yourself.At first, this may result
More news about: Kay Properties and Investments
Jul 30, 2026, 09:06 ET New Designation Offers Expertise in Donor-Advised Funds
valuation of complex assets, IRS forms, and the One Big Beautiful Bill ActGift Acceptance: Asset types and valuation, and the use of complex gifts in real estate, business, and alternative investmentsInvesting & Grantmaking: Grantmaking rules, IRS Notice 2017-73, international
More news about: The American College of Financial Services
Jul 29, 2026, 16:15 ET SERVICE CORPORATION INTERNATIONAL ANNOUNCES SECOND QUARTER 2026 FINANCIAL RESULTS, CONFIRMS 2026 EARNINGS PER SHARE MIDPOINT GUIDANCE, AND RAISES 2026 CASH FLOW GUIDANCE
or losses associated with asset divestitures, gains or losses associated with the early extinguishment of debt, potential tax reserve adjustments and IRS payments and/or refunds, acquisition and integration costs, system implementation and transition costs, and potential costs associated with estimated
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Jul 29, 2026, 10:07 ET INTU Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in Intuit Inc. Securities Lawsuit - Contact Levi & Korsinsky
target to $410.00 from $500.00, citing weakness in price-sensitive DIY filers earning under $50,000 and an unexpected 30 basis point contraction in IRS filers.At least one analyst pointed to "renewed fears around AI automation displacing tax software" as a driver of the after-hours decline.Why
More news about: Levi & Korsinsky, LLP
Jul 29, 2026, 03:00 ET Beat the Q2 Deadline: Crush Form 941 Filing and Skip the Penalties with ezPaycheck
shield small businesses and accountants from brutal IRS penalties, just in time for Q2.REDMOND, Wash., July 29, 2026 /PRNewswire/ -- With the Internal Revenue Service (IRS) Second Quarter deadline rapidly approaching,
More news about: Halfpricesoft.com
Jul 28, 2026, 09:13 ET Roger W. Ferguson Jr. Joins Neil Jesani Advisors Strategic Board of Advisors
headquartered in Fort Lauderdale, Florida, with offices in Las Vegas, Nevada, NJA has built an in-house team of experienced tax attorneys, CPAs, CFOs, and IRS Enrolled Agents who provide comprehensive tax planning, compliance, accounting, and resolution services. Together with its affiliated companies—Neil
More news about: Neil Jesani Advisors, Inc.
Jul 28, 2026, 08:05 ET HALFWAY THROUGH THE YEAR: IT'S THE PERFECT TIME FOR A MID-YEAR TAX CHECKUP
Hewitt's Tax Pros will help taxpayers file an amended tax return to ensure they claim all the refund money they are owed, and get in good standing with the IRS.2. Review current income and expenses, compare current-year life facts with those on a 2025 tax return, and discuss with their Tax Pro
More news about: Jackson Hewitt Tax Service Inc.
Jul 28, 2026, 06:36 ET INTU Class Reminder: Intuit Investors are Reminded of the Upcoming September 8 Deadline in the Filed Securities Fraud Class Action to Recover Losses
filers." Intuit stated that "[w]e [lost] on price." Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approx. 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
More news about: Bleichmar Fonti & Auld LLP
Jul 28, 2026, 06:00 ET Carrier Reports Second Quarter 2026 Results
existing businesses and realization of synergies and opportunities for growth and innovation and incurrence of related costs; a determination by the IRS and other tax authorities that the distribution of Carrier from RTX Corporation (f/k/a United Technologies Corporation) or certain related transactions
More news about: Carrier Global Corporation
Jul 27, 2026, 11:00 ET Transamerica and Osaic's Advo(k)ate Advisors Unveil 401(k) Pooled Employer Plan
identified are affiliated.Pooled employer plans (PEPs) are a newer type of multiple employer plan for which Department of Labor (DOL) and IRS guidance is still pending in a number of areas. An employer participating in a PEP retains certain fiduciary responsibilities, including responsibility
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Jul 27, 2026, 08:00 ET 49th Parallel Wealth Management Launches a Free OAS Clawback Calculator -- Anchoring a New Suite of Cross-Border Planning Tools
the Home Buyers' Plan and a cross-border warning for U.S. persons.Cross-Border Day Tracker — track U.S. and Canadian days against the IRS Substantial Presence Test and provincial health-coverage rules, with alerts before you cross a line.Canada–U.S. Tax Treaty guide — a
More news about: Lucas Wennersten
Jul 23, 2026, 10:09 ET INTU Deadline Alert: SueWallSt Reminds Intuit Inc. (INTU) Investors of Securities Class Action Deadline on September 8, 2026
Trends and Price-Sensitive FilersThe complaint chronicles that TurboTax online paying units were expected to grow by only 2%, while total IRS filers were projected to decline by approximately 30 basis points, described as the "most significant industry-wide contraction since the post-COVID
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Jul 22, 2026, 06:08 ET OTIS REPORTS SECOND QUARTER 2026 RESULTS
synergies and opportunities for growth and innovation and incurrence of related costs; (16) the determination by the Internal Revenue Service (the "IRS") and other tax authorities that the distribution or certain related transactions should be treated as taxable transactions in connection with the separation
More news about: Otis Worldwide Corporation
Jul 21, 2026, 11:26 ET TaxAct Introduces Claude Connector, Bringing More Connected AI Experiences to Tax Preparation
the Claude Connector for TaxAct. The new integration gives Claude users access to TaxAct's current-year tax knowledge base, informed by current IRS guidance, making it easier to find relevant tax information without leaving their conversation.
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Jul 21, 2026, 06:17 ET INTU Lawsuit Notice: Intuit Pricing Issues and 20% Stock Drop Trigger Securities Fraud Class Action
filers." Intuit stated that "[w]e [lost] on price." Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approx. 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
More news about: Bleichmar Fonti & Auld LLP
Jul 21, 2026, 06:00 ET PEOPLES BANCORP INC. ANNOUNCES RESULTS FOR THE SECOND QUARTER 2026
the risk that energy tax credits purchased and used by Peoples to reduce tax liabilities will be disallowed by the IRS; and
More news about: Peoples Bancorp Inc.
Jul 21, 2026, 05:00 ET Halfpricesoft.com releases new 941 form efile add-on to ezpaycheck for deadline
The IRS 941 deadline is July 31st. Clients stay compliant and avoid penalties by e-filing with ezPaycheck payroll software. REDMOND, Wash., July 21, 2026 /PRNewswire/ --
More news about: Halfpricesoft.com
Jul 20, 2026, 23:48 ET Unlimited Systems Data Breach Exposes Patient Health and Personal Information: Edelson Lechtzin LLP Investigates Class Action Claims
preserve any letters or emails you received about the breach. Consider placing fraud alerts and credit monitoring, and consider requesting an IRS Identity Protection PIN to guard against tax-related fraud. Those with questions may also call the dedicated assistance line at 844-576-3063.About Unlimited
More news about: Edelson Lechtzin LLP
Jul 20, 2026, 23:09 ET Brown Health Medical Group-MA Data Breach Alert: Edelson Lechtzin LLP Investigates Class Action Claims
or emails you received about the breach. Consider placing fraud alerts or a security freeze on your credit, and consider requesting an IRS Identity Protection PIN to guard against tax-related fraud.About Edelson Lechtzin LLPEdelson Lechtzin LLP is a national
More news about: Edelson Lechtzin LLP