PPP Loan Forgiveness Was Denied. Can You Appeal?
By Robert Bloink | William H. ByrnesSmall-business clients unhappy with how their PPP loans have been treated may have the option of appealing the decision.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 12, 2021
Debate: Should Congress Create Portable Retirement Accounts for All Americans?Two professors discuss the PRIA Act, which would create retirement accounts for every U.S. citizen at birth.
October 06, 2021
Get to the Point-to-PointHere's what an often-mentioned annuity contract feature really does.
October 05, 2021
New IRS Guidance Offers Tax Windfall to Employers With Part-Time WorkersThe employee retention tax credit can provide a powerful tax break for small-business clients that rely heavily on part-time workers.