COVID-19 Resource Page for Tax Professionals

In an effort to keep tax and accounting professionals abreast of rapidly evolving changes in the tax landscape during the COVID-19 pandemic, Wolters Kluwer has…

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Tax & Accounting Blog

Reg. BI Regulation Best Interest 401(k) Rollover IRA

Reg. BI’s 401(k) Rollover Obligations

The SEC’s new Regulation Best Interest (“Reg. BI”) imposes a set of obligations on broker-dealers when giving advice to retail customers.  Reg. BI in part targets transactions involving 401(k) rollovers into…

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