LPL Financial followed through on executives’ promises earlier this year to roll out tax planning services from the corporate office for the firm’s financial advisors. The newest subscription service from the firm’s Business Solutions unit provides advisory practices with tax professionals for any questions involving clients’ accounts, proposals for potential savings in customers’ portfolios and…
Tag: Tax
Steven H. Gerdes, 68, public finance and tax attorney dies
Steven Herbert Gerdes, 68, a nationally recognized tax attorney specializing in public finance, who spent more than 30 years working at Vinson & Elkins LLP in Houston, died July 30 following a brief illness. Born in Walnut, Ill., and growing up on a farm, Gerdes later made the transition from farmer to tax attorney, acquiring…
U.S. Supreme Court spurns attorney-client privilege fight in crypto tax probe
Bitcoin are seen in this illustration picture taken September 27, 2017. REUTERS/Dado Ruvic/File Photo/File Photo Acquire Licensing Rights Jan 23 (Reuters) – The U.S. Supreme Court on Monday threw out a case about the scope of attorney-client privilege involving a law firm’s bid to withhold records from prosecutors related to a cryptocurrency-promoting client in a…
Tax complaint filed against rightwing parents’ rights group Moms for Liberty | U…
A Michigan attorney has confirmed she filed an Internal Revenue Service (IRS) complaint against Moms for Liberty, the parental rights group with positions against racially inclusive and LGBTQ+ education in schools. The complaint, which is private but was obtained by the Guardian, alleges that the rightwing organization is in violation of its 501(c)4 non-profit status….
Dispute over $15,000 IRS bill may be aimed at never-enacted tax on billionaires
Charles and Kathleen Moore are about to have their day in the Supreme Court over a $15,000 tax bill they contend is unconstitutional. The couple from Redmond, Washington, claim they had to pay the money because of their investment in an Indian company from which, as Charles Moore, 62, said in a sworn statement, they “have never…
Sidney Kess, Tax Attorney and Author, Has Died at Age 97
Sidney Kess, a nationally renowned tax lawyer and accountant, author of hundreds of tax books on financial and estate planning, educator, and a friend to many in the profession, passed away on Sunday at the age of 97. Sidney Kess “At 97 years young, Sid was a constant source of inspiration and I’m so lucky…
U.S. attorney general denies allegations that Hunter Biden tax probe was stymied
WASHINGTON, June 23 (Reuters) – U.S. Attorney General Merrick Garland on Friday denied allegations by an Internal Revenue Service whistleblower, who said the high-ranking federal prosecutor tasked with investigating President Joe Biden’s son Hunter was hindered by the Justice Department from pursuing more aggressive criminal tax charges. Speaking publicly for the first time since Hunter…
‘No indication’ Hunter Biden tax charges will be dropped after indictment, says …
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