Last year’s strong market performance means this year’s required minimum distributions (RMDs) are likely to rise for many retirees. For some, that’s good news. For others, not so much. Here are advisors’ suggestions for how to best prepare, whatever your client’s situation. How RMDs Work RMDs, of course, are […] Click here to view full […]

Some public companies are still trying to figure out how to comply with new rules from the US Securities and Exchange Commission requiring speedy disclosure of significant cyberattacks. Those rules, which kicked in Monday, require companies to report cyber incidents within four business days of determining they are “material” […] Click here to view full […]

Illustration by Pablo Caracol Summary. In 2023, organizations continued to face significant challenges, from inflation to geopolitical turmoil to controversy over DEI and return-to-work policies — and 2024 promises more disruption. Gartner researchers have identified nine key trends, from new and… Save In 2023, business leaders and organizations continued […] Click here to view full […]

In Brief Chief financial officers of not-for-profit organizations have always faced many challenges, some common to all corporate leaders, some unique to the sector. Today’s postpandemic environment has brought some novel circumstances and transformed ongoing trends. This article focuses on the top four challenges facing NFP CFOs today: inflation, […] Click here to view full […]

Sharper IRS scrutiny on high-net-worth taxpayers makes watching for audit triggers critical this filing season, advisors say. From closely held businesses to charitable contributions and other holdings and financial moves of wealthy clients, what’s likely to raise a red flag? “CPA firms are all seeing a large increase in […] Click here to view full […]

Inflation may be waning going into 2024, but that doesn’t mean all aspects of the economy are on the right track — nor that middle-income Americans are out of the woods yet when it comes to their own finances. In fact, Primerica’s recent white paper highlighted that inflation is […] Click here to view original […]