On the move: New England CPA Society names first board
Plus, Kaufman Rossin launches a PE practice; Centri announces promotions; and other firm and personnel news from across the profession.
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RMDs Don’t Have to Drive Up Your Taxes. Here’s How to Avoid the Hit.
The nice thing about saving for retirement in a traditional individual retirement account (IRA) or 401(k) is getting a tax break on your contributions. The problem is that once you retire, not only are withdrawals taxable, but you’re also forced to take withdrawals eventually in the form of required minimum distributions (RMDs). RMDs begin at…
Eight Sentenced in $1.2M Travel Insurance Fraud Scheme
Eight people have been sentenced to prison for their roles in a $1.2 million travel insurance fraud kickback scheme, the U.S. Attorney’s Office, Southern District of Indiana announced. According to court documents, Jennifer Fleener devised a scheme in 2016 to submit and approve fraudulent travel‑insurance claims through her employer, “T.M,” headquartered in Houston. T.M. has…
SEC Proposes Rescission of Climate-Related Disclosure Rules
The Securities and Exchange Commission today proposed the rescission of overly burdensome and costly rules that require companies to provide certain climate-related information in their registration statements and annual reports. The Commission’s proposal focuses on returning the agency to its core mandate – in line with its legal authority – and restoring a materiality-focused approach…
Deals & Moves: $608M Commonwealth Team Chooses Cetera
Cetera has brought in another Commonwealth Financial Network team, led by Edward Duffy and his Lexington Financial, which manages about $608 million in client assets. The Braintree, Mass.-based firm also includes advisors John Walsh and William Creesy, as well as support staff. “Leaving Commonwealth wasn’t something we took lightly after 32 years,” Duffy said in…
Shein’s three-year IPO delay cost it the ‘golden time’ to go public
Sunglasses are displayed at the reception of the fast-fashion brand Shein’s office in Sao Paulo, Brazil, Dec. 15, 2025. Jorge Silva | Reuters Shein won Beijing’s approval for a Hong Kong listing after it publicly embraced the Chinese roots it spent years playing down. Now investors are questioning whether that blessing can carry a $40-billion-plus…
When charitable remainder annuity trusts can be worth the risks
With new federal guidance out this month, advisors guiding clients through charitable remainder annuity trusts have been reminded to be careful they are managing these strategies correctly and paying all taxes owed, or they will have to make disclosures to the IRS. Processing Content After a donor transfers assets to a charitable remainder annuity trust,…
