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Many financial institutions rely on a leading banking ERP solution to manage transactional data and core operations. While this platform is effective for operational tasks, today’s financial landscape demands more.

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2024 Year-End Tax Planning Guide for Individuals

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With rising interest rates, inflation, and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time.

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IRS Releases New Form for 83(B) Elections

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IRS Releases New Form for 83(B) Elections

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For the first time, the IRS has released an official form for taxpayers to make an election under IRC Section 83(b). The new IRS Form 15620, posted on the IRS website on November 7, 2024, replaces the model letter set out in Rev. Proc. 2012-29 that taxpayers have used until now to make an 83(b) election.

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The Post-Election Tax Policy Environment Takes Shape

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As of November 14, 2024, enough of the pending congressional races for the U.S. House of Representatives were called in favor of the Republican Party, allowing the party to retain control of the chamber. Republicans now have won the presidency and control of both houses of Congress.

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