September 09, 2021
Taxpayer-Friendly Trust Laws Are Florida's Latest AttractionUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
September 07, 2021
Clients Can Use 529 Plans to Pay for K-12 School. But Should They?Clients seeking tax-friendly ways to pay tuition might find this option attractive, but beware the fine print.
September 01, 2021
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?The ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
August 30, 2021
Insurance Surcharges Could Boost Vaccination, but Watch OutIf your small-business client is considering imposing a vaccine-related surcharge, it's important to understand the rules, which are muddy.
August 30, 2021
Cryptocurrencies Haven't Been Relevant in Portfolios. That Might Be About to Change.Your clients are going to ask you about cryptocurrencies if they haven't already, and with good reason.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
August 27, 2021
Debate: Should the SEC Create an Exam for 'Accredited Investor' Status?Two professors debate a bill that would allow knowledgeable investors to qualify as accredited regardless of net worth or income.
August 26, 2021
Debate: Should Mega Roth IRA Balances Be Capped?Two professors debate whether the IRS should be able to tax any amount of tax-preferred IRAs exceeding an established limit.
August 19, 2021
15 Ways to Get People Talking About YouFrom organizing the charity event of the season to being a good cook, there are lots of ways to build a good reputation.
August 09, 2021
Blood Pressure and Pregnant MomsMaybe remote monitoring should be part of the basic prenatal care package.