The Securities and Exchange Commission (SEC) adopted amendments to Form PF last week. Form PF is the confidential reporting form for certain SEC-registered investment advisers to private funds, inc...
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U.S. Sen. Sheldon Whitehouse (D-RI) and U.S. Rep. Judy Chu (D-CA) introduced legislation that would close a tax loophole that allows individuals to avoid capital gains taxes on assets donated to dark ...
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U.S. Sens. Ted Cruz (R-TX) and Bill Hagerty (R-TN) today introduced legislation that would block a rule from the Securities and Exchange Commission (SEC) related to technology in investing. In July...
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A group of banking associations has filed suit against the Federal Reserve, FDIC, and OCC over rules that are part of the Community Reinvestment Act (CRA). The lawsuit, filed in the Northern Distri...
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On Wednesday, U.S. Sen. Bob Casey (D-PA) introduced legislation that would create savings accounts for every child in America. The legislation, the 401Kids Savings Act, would create a new children...
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U.S. Rep. Brad Sherman (D-CA) released a draft of legislation that would exclude investments in China, Russia, Belarus, and Iran from eligibility for lower capital gains tax rates. Sherman’s No ...
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On Monday, the U.S. Treasury Department announced it had approved more than $228 million in American Rescue Plan funding to be spent on high-speed projects across New York state. The funding, part...
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More than 1,000 projects have registered for the clean energy tax credits program, according to the U.S. Department of the Treasury and Internal Revenue Service (IRS). The Inflation Reduction Act ...
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The Insured Retirement Institute (IRI) is spearheading an initiative that seeks to transform the industry through the use of digital solutions for managing annuities. IRI’s Digital First initiati...
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U.S. Reps. Darin LaHood (R-IL) and Linda Sanchez (D-CA) introduced a bill that will allow individuals to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. Cur...
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