IRS Grants Filing Extension to Opt Out of GST Tax Allocation

Published on October 21, 2026

The taxpayer acted in good faith and reasonably relied on advisors.

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Supporting Team Members Who Don’t Deserve It

October 21, 2026
If you can channel energy into the best working relationship you could possibly have, that’s a good starting place. When it comes to cattiness and gossip, learn to walk away. Don’t do this in anger or as if you are better than they are. Instead, do it quietly and calmly.

RIA AI Adoption Is Showing Up in the Filings

October 21, 2026
The most common examples of AI adoption are not autonomous portfolio managers. They are tools that help advisors summarize documents, prepare meetings, conduct research, and draft communications.