Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?
By Robert Bloink and William H. ByrnesThe increase in year one applies to qualified property acquired and placed into service on or after Jan. 19.
July 08, 2025
Two Advanced 401(k) Strategies for Tax-Efficient Retirement IncomeThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 07, 2025
Debate: Should 401(k)s Allow Private Equity Investments?A potential executive order would direct Labor and the SEC to identify ways to integrate nontraditional options.
July 02, 2025
401(k) Warning: Don't Confuse 'After-Tax' With RothWhen a 401(k) account contains both pre- and after-tax dollars, the pro rata rule applies to distributions.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 26, 2025
Debate: Should the Tax Bill Increase the Business Income Deduction?The Senate version of the bill would increase the QBI deduction to 23% and make other changes.
June 20, 2025
Debate: Should Key Tax Bill Provisions Be Temporary?Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.