In the blogs: Let's all go to the lobby
OZ 1.0 Zone; governed AI; tax fraud cases; and other highlights from our favorite tax bloggers.
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Integrated Partners on Building an RIA Without Outside Money
Integrated Partners is celebrating its 30th anniversary this year, reaching the milestone of $25 billion in assets under management and advisement. And the firm has done that without taking any outside capital or external investors. In fact, the company is still 100% owned by founder Paul Saganey. Integrated President Andree Mohr says that’s by design;…
Thrivent Global Stock Fund Q2 2026 Commentary (AALGX)
Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services and dedication to serving our clients for more than 100 years. Thrivent Distributors, LLC, a registered broker-dealer and member FINRA, is…
Tax-exempt central organizations get new IRS form
Central organizations at nonprofits with local affiliates are now required to file a new form with the Internal Revenue Service to maintain their tax-exempt status. Processing Content The new Form 15644, Supplemental Group Ruling Information, will now be used to make annual Supplemental Group Ruling Information submissions, the IRS said in an email Tuesday. Revenue…
