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IRS Loses Conservation Easement Battle in U.S. Tax Court

The U.S. Tax Court ruled this week that the Internal Revenue Service violated the public feedback requirements of the Administrative Procedure Act when it...

IRS Increases Enforcement of Syndicated Conservation Easements

The Internal Revenue Service plans to significantly increase its enforcement of syndicated conservation easement transactions, which the agency calls a priority compliance area. This stepped-up...

FINRA Bars Former LPL Broker for Paying Taxes with Customer Funds

The Financial Industry Regulatory Authority has barred former LPL Financial broker Laura Ortega Shean for allegedly converting approximately $124,000 in customer funds to pay...