Debate: Should Biden Extend COVID-Era Medicaid Relief?
By Robert Bloink | William H. ByrnesOur tax experts discuss whether providing additional Medicaid coverage is necessary.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 07, 2023
Debate: Should Medicaid Expand Home-Based Health Care Coverage?Our tax experts discuss how expanding funding for home-based care services might affect Medicaid costs for states.
August 07, 2023
Don't Overlook Roth IRAs for Children and GrandchildrenRoth IRAs are particularly attractive for younger savers because of the potential for significant tax-free growth.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 28, 2023
Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?Our tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.