4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate Plans
By Joe ElsasserTake advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll taxes.
March 29, 2021
The Agent and the Virtual Cocktail PartyEven if the gathering is on Zoom, you should still wear a clean shirt.
March 26, 2021
Employee Retention Tax Credit Extended Through 2021Clients should note the changes that may make the tax credit more valuable, as well as important technical changes.
March 26, 2021
Should the Child Tax Credit Be Paid in Installments? Bloink & Byrnes Go Thumb to ThumbTwo professors debate whether the IRS should make advance payments of part of the child tax credit.
March 24, 2021
How To Walk the Medicare Advantage Communications TightropeHere are three tips for writing compelling, and compliant, content.
March 16, 2021
7 Tips for Leading Group Virtual MeetingsThe first step is to get the participants' attention.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.