Western CPE Blog
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The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.
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The Biden administration announced last week that it is yet again extending the pause on
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Are your clients thinking about Donor-Advised Funds (DAFs)? An interesting report dropped this week showing
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Does the craziness of the last two filing seasons coupled with the distinct possibility that
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As originally appearing in Procedurally Taxing. Last week in Green Valley Investors v Commissioner, a
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Today, President Biden announced Daniel “Danny” Werfel as his pick to serve as the next
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The IRS announced today that it is expanding its approval program for certain retirement plans.
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In case you missed it, Treasury and the IRS recently published final regulations, which aim
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