A range of economic, political, personal, and other uncertainties can lead to clients having deep-seated fears about doing any one thing.
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Professional Standards & Responsibilities
New DOL Rules Increase Scrutiny of IRA Trustee Fees
This column addresses issues facing IRA trustees.
employee benefits & pensions
Profits interests: The most tax-efficient equity grant to employees
By granting them a profits interest, entities taxed as partnerships can reward employees with equity. Mistakes, however, could cause challenges from taxing authorities.