Tax Planning October 21, 2026
How to Make More Tax-Savvy Investments
Knowing which investments to keep in and out of your taxable accounts will make your money go further.
Accounting Standards July 1, 2026
Investment Company Fair Value Reporting is the Subject of Latest FASB Proposed ASU
The Financial Accounting Standards Board released a proposed Accounting Standards Update that looks to amend how investment companies measure the fair value of an equity security that is subject to a contractual sale restriction.
Technology June 23, 2026
Taxfyle Launches Plan, an AI-Native Tax Strategy Platform Built to Streamline RIA Tax Planning Workflow
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow.
Technology April 16, 2026
K1x Secures Outside Investment From Sumeru Equity, Edison Partners
K1x, an AI-native private markets tax data platform, announced Thursday the closing of a $175 million growth investment led by technology-focused private equity firm Sumeru Equity Partners, with additional investment from Edison Partners.
Financial Reporting April 15, 2026
Lettuce Financial Acquires Carry’s Retirement and Investing Platform
The acquisition brings over $225 million in assets on platform and thousands of members to Lettuce, along with Carry's established compliance infrastructure.