Should 1031 Exchanges Be Limited?
By Robert Bloink | William H. ByrnesTwo professors debate Biden's proposal to cap the amount of capital gains taxes that real estate investors can defer on like-kind exchanges.
July 14, 2021
Auto-IRA vs. Emergency Savings Account: Which Is Better for Workers?Two professors debate the merits of these two tax-preferred savings vehicles aimed at workers.
July 13, 2021
2021 Advance Child Tax Credit Payments: Should Your Client Opt Out?For many Americans, the payments will provide a valuable cash infusion. For others, they could create a tax headache later.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 28, 2021
How Secure Act's 10-Year Rule Creates Tax Headaches for IRA HeirsPlanning for inherited IRAs and 401(k)s has become more complex than ever under the Secure Act.
June 22, 2021
Avoiding the Once-Per-Year IRA Rollover TrapViolating this IRS rule is one of the most expensive mistakes a client can make.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.