Tax and Spending Bill Delivers Estate Tax Gift to UHNW Clients
By Robert Bloink and William H. ByrnesWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 21, 2025
Debate: Should 401(k) Tax Breaks Be Curtailed?Current benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.
August 19, 2025
4 Issues Hurting Mobile Comms ComplianceJust 25% of firms capture all mobile messages, while the majority rely on workarounds — bleeding budgets and missing risks.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.
August 05, 2025
Debate: Should 401(k) Catch-Up Contributions Be Roth-Only for High-Income Taxpayers?Under Secure 2.0, it's an all-or-nothing question for employers starting in 2026.
August 04, 2025
Under Trump's New Tax Law, Here's What to Know About SALT Cap WorkaroundThe workaround, available in most states, is still highly relevant for high-income taxpayers.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.