Keiter Recognized as 2020 Best of the Best Firms

…of the Best firms produce superior financial results while planning for long-term, sustainable growth. In 2020, more than 540 firms were eligible for this accolade by participating in IPA’s 30th…

2 Main Reasons for the Growth in Mega RIAs

…to 2020 election results, one can only expect that more regulation of the investment industry and the need for a clear succession plan for smaller advisers will only fuel further…

Unclaimed Property: Adding Money to Your Wallet

…of the Virginia unclaimed property website (each state’s website may vary), once the site generates the results, you may proceed with claiming the property. Filing the claim may require you…

Section 199A Proposed Regulations Released

…qualifying businesses will offset income from other businesses for purposes of calculation the deduction. If the net QBI from all qualifying businesses results in a net loss, the net loss…