Archive for IRS SmartBlogs

Advisers need to proactively review clients’ annuities that are within individual retirement accounts to avoid “traps” by ensuring required minimum distributions are being taken properly, said Jeffrey Levine of Ed Slott and Co.

IRA or Roth rules trump annuity rules when an annuity is within an IRA, Levine explained Monday at the National Association of Insurance and Financial Advisors’ Career Conference and Annual Meeting in San Diego.[…] Continue Reading »

Whose name you might see if you’re ever in space; why companies are chopping benefits; and why the U.S. might not adopt IFRS.

It’s all in this week’s top five most-clicked links in SmartBrief for CFOs:

If you think you have a lot to overcome in terms of getting off the ground in social media and engaging in conversations about your brand, imagine working in communications at the Internal Revenue Service. It’s a highly regulated, conservative organization that doesn’t exactly have a lot of loyal fans.

But at BlogWell, the IRS’ Jan Deneroff gave us an early, behind-the-scenes look at how the organization is getting things going.[…] Continue Reading »

Why never agreeing to an initial compromise helps negotiations with the IRS; how to use managers to effectively engage employees; and how to avoid uncomfortable confrontations when giving team assignments.

It’s all in this past week’s most clicked links in SmartBrief for CFOs:

Image credit: narvikk, via iStock Photo

SmartBrief’s Linsey Isaacs contributed to this post.[…] Continue Reading »