On June 29, 2016, the Internal Revenue Service issued Revenue Procedure 2016-37 denoting that service now will issue letters only to new plans, those requesting termination and in a few other circumstances, which may include significant law...
(Bloomberg) -- Lamberto Frescobaldi sets two wine glasses atop a wooden barrel in the spacious cellar of his company's winery in a 1,000-year-old castle not far from Florence. Uncorking a bottle of Nipozzano, he takes a sip and nods. The...
Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.” Preventing this problem or solving...
(Bloomberg) -- American workers often fail to scrutinize their 401(k) plans—they’re just happy to have one and trust their nest egg will grow. But in case you were thinking ignorance is bliss, more lawyers are saying that the guy...
(Bloomberg) -- The shift from pensions to 401(k) plans is making retirement inequality much worse—and education is what separates the haves from the have-nots, a new study has found...
(Bloomberg) -- For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of them are tired of waiting and now just want to make peace and bring some of the money...
