One of the advice industry's top challenges is to fend off state attempts to tax financial transactions even as more lawmakers in Washington are warming to the idea. Chet Helck, CEO of the Global ...

As discussions about the federal budget abound, political pundits are wrongly seeking out new taxes. One misguided proposal is a U.S. financial transaction tax, which would likely apply to trading ...

Nearly every major financial crime case touches Bank Secrecy Act filings—here’s how SARs, CTRs, and Forms 8300 drive ...

Although the IRS has provided guidance on success-based fees, determining which parties are the acquirer and target can be difficult when multiple entities are involved in an M&A.