Fiduciary v. Suitability at Supreme Court, DOL
By William H. Byrnes, Robert BloinkObamas decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
March 10, 2015
2015 Tax Cheat Sheet for Advisors and Their ClientsFor tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
March 10, 2015
The Beach Condo Rental Tax Write-Off? Not So FastEven assuming its a rental property for part of the year, the condo tax break option doesnt mean it will work out.
March 10, 2015
Engage employees to make smarter benefit decisionsEmployees need to make smarter decisions when it comes to their benefits, since employers are shifting more costs to them.
March 10, 2015
Engage employees to make smarter benefit decisionsEmployees need to make smarter decisions when it comes to their benefits, since employers are shifting more costs to them.
March 10, 2015
4 Topics All Owners Should Be Thinking AboutFor an advisory firm to grow, owners must have time to think. When they do find the time, they should be thinking about these topics.
March 10, 2015
Are you the next Advisor of the Year?We're looking for a few good men and women to represent the industry as this year's advisor of the year nominees.
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