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IRS Dirty Dozen Top Tax Scams To Avoid

IRS Dirty Dozen Top Tax Scams To Avoid

Each year, the Internal Revenue Service publishes its annual Dirty Dozen list of tax scams highlighting various schemes that put taxpayers and their financial well-being at risk. In this video, we'll provide an overview of five of the top scams on the list.
Job openings and factory orders soften amid recession concerns

Job openings and factory orders soften amid recession concerns

Job openings and factory orders came in lower than expected on Tuesday, continuing to show signs of softening economic demand that should work in the Federal Reserve’s favor in fighting inflation.
The impact of expectations for Fed policy on the money and bond markets

The impact of expectations for Fed policy on the money and bond markets

Prices in the money market now suggest increased levels of risk being priced into short-term lending and the tightening of overall financial conditions that was missing until the collapse of Silicon Valley Bank and Credit Suisse.
Catch-25: Fed hikes rates amid financial stability risk

Catch-25: Fed hikes rates amid financial stability risk

The Federal Reserve finds itself as it lifted its policy rate by 25 basis points on Wednesday amid a quickly evolving global banking crisis.
What does SECURE 2.0 mean for small employers?

What does SECURE 2.0 mean for small employers?

SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.
Taking action: What financial institutions can do in the wake of bank failures

Taking action: What financial institutions can do in the wake of bank failures

Financial institutions need to understand what led to the recent failures of Silicon Valley Bank, Signature Bank of New York and Silvergate Bank so they can enhance their organizations' risk management activities and meet increased regulatory expectations while also maintaining customer confidence.
ASC 740: FASB proposes new income tax disclosures

ASC 740: FASB proposes new income tax disclosures

The proposal aims to improve the transparency and consistency of income tax disclosures by expanding the required disclosures around the rate reconciliation and income taxes paid.
The great deposit migration and emergency borrowing at the Fed discount window

The great deposit migration and emergency borrowing at the Fed discount window

In the past week alone, the Federal Reserve's loans outstanding to the financial system have ballooned to about $318 billion, up from $15 billion a week ago.
Bank Term Funding Program: Government response to the banking crisis

Bank Term Funding Program: Government response to the banking crisis

The Bank Term Funding Program gives small and midsize banks the chance to shore up their liquidity.
Initial jobless claims spike to highest level since December

Initial jobless claims spike to highest level since December

New claims for jobless benefits last week came in hotter than expected at 211,000, significantly higher than the 190,000 of the previous week.
The new 2022 Schedule K-2 and K-3 filing exception for certain pass-through entities

The new 2022 Schedule K-2 and K-3 filing exception for certain pass-through entities

The IRS announced a new filing exception for the 2022 tax year that allows domestic partnerships and S corporations to skip the completion and filing of Schedules K-2 and K-3 under certain circumstances. Read our article to learn more.
FASB votes to simplify accounting for common control leases

FASB votes to simplify accounting for common control leases

For common control leases, the FASB is drafting amendments to simplify determining whether a lease exists, the classification of the lease, and accounting for leasehold improvements.
Why adding children to your bank account or home deed could be a bad idea

Why adding children to your bank account or home deed could be a bad idea

Adding your kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to significant risks and losses. Learn about the issues and alternative solutions to help you achieve your estate planning goals.
Proposed regulations on using forfeitures in retirement plans

Proposed regulations on using forfeitures in retirement plans

Proposed regulations REG-122286-18, released Feb. 24, provide guidelines for plan administrators to use forfeited amounts in retirement plans.
Properly Funding Your Living Trust

Properly Funding Your Living Trust

Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for both the individual and their beneficiaries. In this video, we'll provide an overview of how to properly fund a living trust.