The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”).[1] ...

When considering compensation and benefits packages to lure and retain top executives or talent, nonprofit organizations, including universities and hospitals, are often at a disadvantage compared to ...

I am honored to write for Morningstar, and I hope you find my content useful. I work with advisors to help their clients avoid making technical and operational mistakes with their tax-deferred ...