Learn key differences between IRC Section 409A and gift tax valuations for private company stock in estate planning ...

Discover how phantom stocks and stock appreciation rights (SARs) provide employees with benefits linked to company ...

“A section 351 exchange is a gain-deferral strategy—it does not eliminate the gains,” said Rafia Hasan, chief investment officer at Perigon Wealth Management in Chicago. “Selling the ETF will still ...

WASHINGTON — A federal judge on Thursday temporarily blocked President Donald Trump’s plan to push out federal workers by offering them financial incentives, the latest twist in a chaotic and ...

As of Jan. 1, 2026, SECURE 2.0 introduced significant changes to Roth catch‑up contributions. Here's a look at what that means.

If you or one or more of your small business clients must report to the IRS concerning a retirement plan, the IRS has just provided a little information to help in complying with reporting ...