GOP Tax Reform Rattling Stock Option Strategies
The GOP tax reform framework contains few details, but tax planning for high-income clients who are compensated with stock options is muddled.
3 Forces Molding the Small-Group Health Market Now
A portal founder looks at what might shape 2018 benefits business deals.
7 Things to Know About IRS Private Letter Rulings
Some clients have cases that defy off-the-shelf solutions.
Why There's No Room for Compromise on Obamacare
The author says more flexible waivers and copper plans are not worth the subsidy money.
Nobel Winner Richard Thaler Can Help ‘Nudge’ Your Client’s 401(k) Decisions
What would happen if you used the concept of a nudge in your best client’s company retirement plan accounts?
Bipartisan Health Care Deal Comes Too Late to Fix Much
The author says the proposal might not do much.
3 Ways to Beat ‘Autumn Angst’
It is possible for advisors to stay focused and get to the end of the year with success and sanity.
3 Keys to Automating Group Benefits Underwriting
What if the life insurers you work with could work better?
Authoritarian Cryptocurrencies Are Coming
What if the next big cryptocurrency were the yuan? Or... the dollar?
Fed Needs a New Party Line on Inflation
After a while, continual “special factors” become a deflationary trend in a world where production capacity and labor exceed demand.