Structural Changes -- OppFi transitioned from an Up-C to a C corp structure, resulting in all shareholders holding Class A common stock and $466 million in tax amortizable goodwill, which is projected ...

Adjusted EBITDA -- $730 million reported for the quarter attributable to Plains GP Holdings ( PAGP 0.80%). Crude Oil Segment ...

Unlike traditional systems that produce a single output, ML-driven tax planning generates a set of ranked strategies.

Sweeping 2026 tax reforms under the One Big Beautiful Bill Act are prompting experts and the IRS to urge taxpayers toward ...

When you’re approaching a liquidity event — an IPO, acquisition, or tender offer — you probably want to know one thing: ...

Northside is trying to make careful decisions about programs and hiring, but enrollment is hard to predict, he said. The ...

ONEOK, Inc. (NYSE: OKE) today announced higher first-quarter 2026 results and increased 2026 financial guidance. Unless otherwise noted, all results are compared with the same period in 2025. Higher ...

K-38 Consulting, a leading provider of outsourced CFO and strategic financial consulting services, has been named the ...

As India transitions into the 2026-27 financial year, salaried professionals are facing a significant shift in how their earnings are taxed. With the introduction of the Income Tax Act, 2025, the ...

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

The US Treasury Department is in early discussions about increasing scrutiny of one of the fastest-growing tax strategies in the $14 trillion ETF industry. In a series of meetings with the Investment ...

Orion is close to launching a new tax overlay technology that can address tax hazards or opportunities across households. The wealthtech provider highlighted the effort at its annual Orion Ascent ...