IRS Proposes a Change for Filing 83(b) Election

POSTED ON August 5, 2015 BY Bill Dillhoefer

BOSTON–( Blog)– On July 17, 2015, the IRS and the Treasury proposed an amendment to the regulations under IRC Section 83(b). Because the IRS perceived the problem of attaching a paper election to an electronic filing, the proposal seeks to end the requirement to file a copy of a Section 83(b) election with your tax […]


Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

POSTED ON July 30, 2015 BY Bill Dillhoefer

BOSTON–(BUSINESS WIRE)–New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media.1 In response to those findings, Fidelity Clearing and Custody, the division of Fidelity Investments® that provides clearing […]