This Type of SALT Cap Workaround Is Not OK, Appeals Court Confirms
By Robert Bloink and William H. ByrnesCourts have upheld the IRS' position prohibiting charitable contribution-for-credit programs designed to offset cap effects.
January 08, 2026
Advisors Aren't Competing on Performance Anymore. Here's What Clients Are Measuring Instead.Speed and an ability to respond thoughtfully to questions will increasingly separate financial professionals from the competition.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.
December 23, 2025
Exceptions to the Year-End RMD DeadlineOne example: Clients who turned 73 in 2025 have until April 15 to take their first distribution.
December 17, 2025
How to Survive Wealth Management's Most Disruptive DecadeWhat's coming in the next 10 years isn't evolution. It's a flip of the script.