When Clients Claim Social Security Early, Take These Steps to Avoid Surprises
By Marcia MantellClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 14, 2023
Beware of Losing Solo 401(k) StatusBusiness-owner clients with these retirement plans must amend them immediately if they hire an employee.
September 08, 2023
Debate: Should Biden Extend COVID-Era Medicaid Relief?Our tax experts discuss whether providing additional Medicaid coverage is necessary.
September 01, 2023
Why a Roth Conversion Is a Powerful Estate Planning ToolUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
August 27, 2023
Debate: Should the DOL Revert to the 2016 Fiduciary Standard?Our tax experts discuss whether bringing the 2016 fiduciary standard back to life would make sense.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 07, 2023
Debate: Should Medicaid Expand Home-Based Health Care Coverage?Our tax experts discuss how expanding funding for home-based care services might affect Medicaid costs for states.