PPP Loan Forgiveness Guidance: What Does It All Mean?
By Robert Bloink | William H. ByrnesSome guidance will work in favor of certain owner-employees, while others may be surprised when they have trouble qualifying for loan forgiveness.
September 01, 2020
Don't Claim Social Security Early on Fear of Benefit CutsI did the math: Even if future benefits are cut, claiming later will likely remain the best strategy for most retirees.
August 26, 2020
How to Buy the Right Practice — Not a LemonSizing up a potential purchase requires a serious commitment of time and focus.
August 26, 2020
Conservation Easements: What to Know About a Controversial Tax BreakConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.
July 28, 2020
HRA Expansion Boosts Concierge Medical CareBut watch out — the proposed regulations could affect HSA eligibility for some concierge care users.
July 14, 2020
How DOL's New Fiduciary Rule Would Affect Rollover AdviceAdvisors providing rollover advice may become subject to fiduciary standards, but they may find relief in the new prohibited transaction exemption.
July 08, 2020
We Have Nothing to Fear, but…One way to keep clients on the right path may be to have the right gear.