Why Client Feedback Is Key for Hitting Tech Goals
By Dan SkilesDon't assume you know how clients use, or even like, your technology. Instead, ask them and adapt.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
Reconciling Rollover Advice With Reg BI and DOL Fiduciary StandardAdvisors who provide rollover advice must exercise caution to ensure compliance with both regimes.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
August 27, 2019
Demystifying RIA/IAR Legal RequirementsConfused about the different state and federal registration needs for RIAs and their advisor reps? Here's a guide.
August 16, 2019
Small Employers: Look Before Leaping Into New MEP 401(k) OptionThe MEPs' expanded rules may look advantageous but they still pose potential pitfalls that must be considered.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.