In December 2022, Treasury and the IRS stated that they intended to implement the Infrastructure Act amendments to the Code by issuing new regulations and providing forms and instructions for broker ...

Editor: Michael J. Mondelli, J.D. The IRS Whistleblower Program plays a critical role in identifying tax noncompliance. Since its inception in 2007, it has led to the collection of over $7 billion in ...

Michelle is a managing director, Wealth Management, at Choreo in Duluth, Minn. She specializes in financial planning, retirement planning, and investment strategies, working with ultra-high-net-worth ...

In an accounting practice, the engagement letter is a fundamental document that formalizes the agreement between the accountant and the client. It is a critical tool for establishing transparency and ...