Stellantis’ Dodge and Ram brands CEO Tim Kuniskis is retiring after a nearly 32-year career with the automaker, the company announced Friday.
Archives for May 2024
Airwallex Bill Pay, now available with Xero
This guest blog was written by the team at app partner, Airwallex. Airwallex is excited to announce the release of its new Airwallex Bill Pay solution, taking hours out of paying invoices and automating the entire process in one place. With Airwallex Bill Pay, you can manage each step of paying a bill within the […]
DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024
On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the “Final Rule”), which imposes an ERISA fiduciary standard “that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts“. The new rule represents the latest attempt by regulators to define the types […]
The 2024 Federal Budget recap for small businesses!
Right! There we have it folks – the Federal Budget for 2024 has dropped with a host of measures that look good for business owners and individuals, as well as some omissions that people were looking for in our pre-budget poll. When we took a poll last week to gauge the temperature of small business […]
Regulations finalize PTIN fees for tax return preparers
The IRS was required to reduce the charge for preparer tax identification numbers after a federal court found the previous amount excessive. The final regulations adopt the text of interim final and proposed regulations issued in 2023 without change.
#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard
Welcome everyone! Welcome to the 385th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. What’s unique about Danielle, […]
What to wear to the office in 2024?
There’s no doubt that the fashion trends for office and professional workwear has shifted dramatically over the last 20 years. Many young office workers in junior roles used to don suits just to sit in a cubicle and wear out the seats of their overpriced pants. Generally speaking, this is no longer the case. So, […]
What are Australian businesses looking for in the upcoming 2024 Federal Budget? We asked them.
Here at Reckon, our primary concern is the wellbeing and prosperity of Australian small and medium businesses. So, with the Federal Budget looming, we wanted to understand what they were really looking for. What measures are important to small businesses? We conducted a study to get to the bottom of what businesses want to see […]
Foreign trust transactions and large gifts addressed in proposed regs.
The proposed regulations implement Secs. 643(i), 679, 6039F, 6048, and 6677, which were added or modified to prevent efforts by U.S. taxpayers to use foreign trusts and offshore arrangements to avoid U.S. taxes.
Retirement confidence plunges as advisors fret over Fed’s course
For the third straight month, retirement advisors have lost confidence in the economy — and many blame the central bank.