
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.
Recent Taxbytes
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The Department of Labor (DOL) takes a neutral stance on cryptocurrency being incorporated into 401(k)
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The Senate Finance Committee's version of the One Big Beautiful Bill Act (OBBBA) passed in
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What can the case of William J. Cade v. Comm teach tax pros about donation
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The Senate Finance Committee's release of their version of the One Big Beautiful Bill Act
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The 2025 Social Security Trustees Report shows the OASI Trust Fund still runs dry in
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Joseph Zajac received a $35,001 settlement payment from the Town of Bolton related to claims
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In a case that should serve as a cautionary tale for all tax practitioners advising
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