August 05, 2021
Should Medicare Offer Dental, Vision and Hearing Benefits?Two professors debate whether bolstering benefits, lowering the eligibility age and letting Medicare negotiate lower drug prices make sense.
August 02, 2021
Biden's Order on Noncompetes: A Game-Changer for Small-Business Clients?Small businesses that may be affected should know the scope of the order — and act now to protect themselves.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 23, 2021
10 Frustrations When Communicating With Friends and ClientsThere's an art to sending a message, and an art to handling the results.
July 20, 2021
Should 1031 Exchanges Be Limited?Two professors debate Biden's proposal to cap the amount of capital gains taxes that real estate investors can defer on like-kind exchanges.
July 20, 2021
SEP-IRA vs. Solo 401(k): Which Is Better for Self-Employed Clients?Here's what you should know about these retirement plans — for your small-business clients or your own firm.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 14, 2021
Auto-IRA vs. Emergency Savings Account: Which Is Better for Workers?Two professors debate the merits of these two tax-preferred savings vehicles aimed at workers.
July 13, 2021
2021 Advance Child Tax Credit Payments: Should Your Client Opt Out?For many Americans, the payments will provide a valuable cash infusion. For others, they could create a tax headache later.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.