25-01707.pdf
Anonymous (not verified)
Thu, 08/27/2026 – 18:00
The Internal Revenue Service Office of Professional Responsibility has issued new guidance on the use of artificial intelligence in federal tax practice. The guidance, OPR Alert 2026-19, is directed to tax practitioners, but its practical impact may reach well beyond traditional tax preparers. Financial advisors, estate planners, attorneys, CPAs, enrolled agents and other professionals who…
“Right now, we’re withdrawing about $100,000 a year from our investments.”
PixelsEffect / iStock.com Commitment to Our Readers GOBankingRates’ editorial team is committed to bringing you unbiased reviews and information. We use data-driven methodologies to evaluate financial products and services – our reviews and ratings are not influenced by advertisers. You can read more about our editorial guidelines and our products and services review methodology. 20…
The latest recruiting push is focused on attracting so-called independent advisers, those who aren’t full-time employees of the bank but use its infrastructure. Those advisers have brought in $17 billion so far this year, on top of the $24 billion that new, full-time advisers have added. The hiring spree has helped offset the flood of…
The AmeriFlex Group, a Las Vegas-based hybrid RIA with more than $13 billion in client assets among its advisors, has developed an AI-driven program called Scout to identify advisors nearing retirement to approach about acquiring their practices or joining an advisor team in the AmeriFlex network. AmeriFlex founder and CEO Thomas Goodson said the tool…
An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance.
