February 11, 2022
Debate: Do ERISA Fiduciaries Have a Duty to Monitor Each Plan Investment Option?Two professors discuss the Supreme Court's recent ruling in Hughes v. Northwestern University.
February 10, 2022
Does Your Client Need to Repay Advance Child Tax Credits for 2021?The IRS has been updating its FAQ on the tax credit frequently, and the details are important.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 04, 2022
There's Still Time to Start a Retirement Plan, Reduce 2021 TaxesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
January 31, 2022
Virtual Rules of Zoom EngagementOne way to make the most of online meetings is to show some respect.
January 25, 2022
How Inflation Really Hurts Retirees — and What to Do About ItHere are two cheap ways to help protect against inflation, without buying more stocks.
January 18, 2022
When Your Prospect Says, 'I Have No Money'Little fish might get bigger. Or, at least, know some bigger fish.
January 10, 2022
Debate: Should the Net Investment Income Tax Be Expanded?Two professors debate a Build Back Better Act provision that would apply the tax to income from a business in which the taxpayer participates.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.