Employee Retention Tax Credit Extended Through 2021
By Robert Bloink | William H. ByrnesClients should note the changes that may make the tax credit more valuable, as well as important technical changes.
March 26, 2021
JPMorgan Plans to Hire 300 Black, Latino Advisors by 2025The firm also announced new efforts to better serve Black and Latino investors and to step up recruiting at historically Black schools.
March 26, 2021
Should the Child Tax Credit Be Paid in Installments? Bloink & Byrnes Go Thumb to ThumbTwo professors debate whether the IRS should make advance payments of part of the child tax credit.
March 26, 2021
Ex-Morgan Stanley Advisor Who Defrauded Seniors Gets 5-Year Prison SentenceThe former advisor and broker had pleaded guilty last year to charges of wire and investment advisor fraud for stealing more than $6 million from clients.
March 26, 2021
IRS Says Face Masks, Hand Sanitizers Are Tax DeductibleIndividuals can deduct items purchased to prevent COVID-19 spread as long as their total medical expenses exceed 7.5% of income, the IRS says.
March 26, 2021
How a CFP Optimizes the 3 Types of Retirement Accounts for TaxesCFP Lauren Oschman tells ThinkAdvisor how she applies a "three-bucket" approach to tax planning and how she's prepping clients for tax hikes.
March 26, 2021
The Best Niche Market for Advisors TodayCOVID-19 has changed everything. Change creates opportunities.
March 26, 2021
6 Things Your Clients May Not Know About Retirement PlanningYour clients could be in for a big retirement surprise if they hold these common misconceptions.