Tax-Smart Strategies to Maximize Hurricane Donation Dollars
Clients may be looking for ways to help hurricane victims, and the IRS has taken action to make it easier for clients to donate without adverse tax consequences.
A Central Bank Puzzle for Our Era: What Gives?
Inflation isn't following the formulas. Perhaps that's because the global economy has changed.
Taking a ‘Textbook’ Approach to Tech
In 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using – which was not robust enough to carry Weston forward – was being decommissioned by the vendor.
GOP Health Care Bill Is Fair to All States
The author says the current policy of favoring more generous state is the one that's unfair.
Bet With Buffett, Not Against Him
Do you want to bet with or against Warren Buffett? That is a simple question. Yet it has surprisingly complex meanings and ramifications.
7 HSA/FSA Facts Your Clients' Employees Should Know
An HSA or FSA can be a terrific benefits package differentiator — if the employees understand it.
3 Trends That May Boost Supplemental Retirement Plan Demand
Nonqualified plans can help employer clients address problems with recruiting, and keeping, key employees.
The NIPR Has Your Number
A producer licensing expert looks at an entity that affects just about every move you make.
Health Debate Would Change After Graham-Cassidy
Maybe setting up a single-payer system at the state level would be tough.
All in the Family: Keeping Smaller Clients Is Better Than Not
What do you do about clients that your business has outgrown who have become unprofitable to service?