May 04, 2023
Florida's DeSantis Swings Back at ESG With New LawThe new House Bill 3 could create complications for investment managers in a wide range of practices.
May 02, 2023
How to Prep Clients for Social Security Claiming Choices, Possible CutsMary Beth Franklin and Mark Miller discuss how to help clients make the most of their Social Security benefits.
April 27, 2023
Debate: Should Accredited Investor Rules Be Loosened?Our tax experts discuss whether lowering the requirements to qualify as an accredited investor would benefit average Americans.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
April 10, 2023
How to Make Your Fees Part of Clients' Tax StrategyDoes it make more sense to take advisory fees from traditional IRAs or Roths? I asked Jeff Levine.
April 06, 2023
Debate: Is the ACA Preventive Care Mandate Unconstitutional?Our tax experts discuss a federal judge's ruling on the Affordable Care Act preventive care mandate.
April 06, 2023
How Biden's Veto of Anti-ESG Bill Could Affect Your Clients' RetirementThe battle over ESG investing regulations is far from over, and advisors need to pay attention.
April 05, 2023
Could Non-Compete Agreements Be Finished?A proposed rule from the Federal Trade Commission could require employers to rescind almost all existing non-compete clauses.
March 24, 2023
Debate: Should Congress Cap the Pass-Through Tax Deduction for Businesses?Our two tax experts discuss how changing the QBI deduction rules could affect small businesses.
March 24, 2023
Secure 2.0 Act May Breathe New Life Into Cash Balance PlansCash balance plans may now be a viable option for a wider range of employers.