October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 12, 2021
Debate: Should Congress Create Portable Retirement Accounts for All Americans?Two professors discuss the PRIA Act, which would create retirement accounts for every U.S. citizen at birth.
October 06, 2021
Get to the Point-to-PointHere's what an often-mentioned annuity contract feature really does.
October 05, 2021
New IRS Guidance Offers Tax Windfall to Employers With Part-Time WorkersThe employee retention tax credit can provide a powerful tax break for small-business clients that rely heavily on part-time workers.
October 01, 2021
Capitalizing When Your Competition Forfeits the GameWhen everyone else is Zoomed out… be awake.
September 29, 2021
Courts Muddy the Waters on 401(k)s in BankruptcyA court recently ruled that inherited 401(k)s were safe; another ruled that contributions started after declaring bankruptcy were not.
September 20, 2021
Stop Using Weak WordsSo, one way to sound more direct ... is to reduce use of words like "so."
September 17, 2021
5 Ways Kindness Can Boost SalesSome take a dog-eat-dog approach. You could give the dog a biscuit.
September 13, 2021
Debate: Do Cryptocurrencies Belong in Retirement Accounts?Two professors debate whether Bitcoin and other cryptocurrencies are worth holding in IRAs.