Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Many advisors quickly learn how off-putting clients find direct questions about money and personal finances. Many clients would rather discuss their sexuality than the intimate details of their ...

As previously reported by Miller Canfield, unscrupulous promotors caused many taxpayers to file claims for the Employee Retention Credit even when they did not qualify. As a result, the IRS views ...

Direct mail can be a complicated and intimidating marketing channel if you are not familiar with it or have encountered problems in previous campaigns. Don’t let that stop you from using direct mail.

A recent oversight report questions whether taxpayers are actually as interested in a direct, government-run tax filing tool as the IRS claims. IRS Customer Experience The Treasury Inspector General ...

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