Biden's Estate Tax Overhaul: Forewarned Is Forearmed
By Robert Bloink | William H. ByrnesWhile it may not come to fruition, the American Families Plan includes the largest tax increase on the wealthiest in over a century.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
The Do's and Don'ts of Annual Client MeetingsAdvisors should view yearly client review meetings through a marketing lens, not a sales lens.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
May 28, 2021
IRS Audits Focus on Solo 401(k)sSolo 401(k) compliance requirements are so minimal that business owners often forget about them — until there's a problem.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 20, 2021
Debate: Should Carried Interest Tax Loophole Be Eliminated?Two professors debate this rule that gives favorable tax treatment to the compensation of private equity and hedge fund managers.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.