The IRS believes it did not send any CP53E notices erroneously and is seeking the AICPA’s help in uncovering any examples of taxpayers who should not have received one, an AICPA tax leader said last week. The notices, which seek bank account information for people who are due refunds, created an uproar from those who…
As Q3 2026 kicks off in a few days, with experts already forecasting a continuation of the extreme volatility seen in Q2, smart money investors are paying close attention and hunting for signals that could help them turn current market conditions into profitable opportunities. Interestingly, this has prompted a growing number of investors and traders…
Welcome everyone! Welcome to the 496th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon Eusey. Shannon is the chairman and co-founder of Beacon Pointe Advisors, an RIA based in Newport Beach, California, that oversees $62 billion in assets under management for 25,000 client households. What’s unique about Shannon, though,…
The Trump administration is stepping up its efforts to cut red tape across the federal government, releasing a regulatory plan that would eliminate 702 existing administrative rules. Processing Content The reductions published on Friday set a record for the number of deregulatory actions under consideration in a White House semiannual agenda plan. It’s also about…
Unlocking large-scale renewables, integrating customer resources, and maintaining system strength all depend on having a reliable and contemporary grid. While significant progress is being made in many parts of the energy sector, transmission and distribution (T&D) networks are facing significant challenges delivering the scale of new network capacity at the required pace without compromising affordability….
In this episode of Zephyr’s Adjusted for Risk, host Ryan Nauman speaks with Joe DaGrosa, CEO and founder of Axxes Capital and co-author of The Financial Advisor’s Guide to Private Investments, about the growing access retail investors have to private markets and the unique risks involved. DaGrosa explains how regulations have historically limited non-qualified purchasers,…
Finance leaders today face unprecedented levels of risk, from geopolitical conflicts, macroeconomic volatility and rapid advances in technology. Navigating this environment requires leaders across the organization to maximize their value-add. For CFOs, this means looking beyond finance functions and stepping into the role as a strategic advisor for the organization: One who can leverage finance…
The Northern Ireland Executive is approaching a critical financial threshold. With an 1 August deadline looming to legally secure a multi-year budget (2026 to 2029/30), Stormont remains gridlocked over departmental allocations and funding gaps. Failure to reach a cross-party agreement will trigger emergency contingency powers under the Northern Ireland Act. This fallback position mandates an…
Private credit fundraising and deployment in Asia-Pacific is expected to slow over the next 12 to 18 months as macroeconomic uncertainty, geopolitical tensions and elevated interest rates weigh on investor appetite for illiquid assets, according to a report by Bloomberg citing Moody’s Ratings. Moody’s analyst Sean Hung said recent redemption requests across global private credit…
U.S. midfielder Christian Pulisic (10) celebrates with teammate Folarin Balogun (20) after a goal against Paraguay in the first half of a FIFA World Cup 2026 soccer match at Los Angeles Stadium in Inglewood, California, June 12, 2026. Medianews Group/pasadena Star-news Via Getty Images | Medianews Group | Getty Images Belgian soccer authorities challenged the…