The 2 Things Your Clients Need to Know About Life Insurance
By Joe ElsasserA couple of basic concepts will help your clients understand which type of insurance will meet their needs.
December 21, 2020
A New Way to Provide Employee Health Insurance in the COVID-19 EraIndividual coverage health reimbursement arrangements allow employers to reimburse employees for buying their own health insurance.
December 04, 2020
IRS: Business Expense Tax Deductions and PPP Loan Forgiveness Don't Mix (Usually)There are limited circumstances in which "double dipping" by PPP loan borrowers is allowed, according to IRS guidance.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 16, 2020
What if the Supreme Court Overturns the ACA?There are a few viable paths that the justices could use to uphold the law, but here's what to know if they don't.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.
November 10, 2020
How New SEC Proxy Voting Rules Affect AdvisorsRevised amendments mean advisors who proxy vote or work with proxy advisors need to be careful.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.