Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bernie Sanders' Estate Tax Plan: Bloink & Byrnes Go Thumb to Thumb
By Ronald PechtimaldjianAs the Democratic primary season begins to take shape, Bernie Sanders has once again emerged as a key possibility for the Democratic presidential nomination…
May 01, 2019
AXA to Pay $3.2M FINRA Arb Award to Elderly CoupleThe arb award is the largest ever imposed on AXA, the plaintiffs' lawyers said.
May 01, 2019
Which Retirement Account Comes First, the 401(k) or the IRA?A client who is not intimately familiar with retirement account rules might be faced with a classic chicken vs. egg dilemma.
April 30, 2019
Financial Satisfaction Hits Another Record High: AICPAThe stock market has rebounded as job openings abound.
April 28, 2019
11 Key Social Security Facts You Need to KnowHere are answers to some of the most common Social Security questions.
April 26, 2019
FBI Sees Big Rise in Internet Crime Complaints, LossesThe FBI received nearly 17% more complaints in 2018 than in 2017, and nearly double the losses.
April 23, 2019
Estate Tax Gets More Attention Than It DeservesThe levy is portrayed as a big threat to small businesses and farms, though almost no one pays it.
April 23, 2019
10 Affordable Small Towns for Retirees in Tax-Friendly StatesSome days are like that -- you start thinking, "Maybe I should retire to a small town. Now."