The Hidden Hazards of Taking a Social Security Lump Sum
By Marcia MantellA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 22, 2021
Prep Your Clients for 2 Bills That Could Change IRAs in 2022A few steps that seem simple to most advisors can go a long way in easing clients' worries over tax news, says the retirement and tax expert.
December 21, 2021
How Your Small-Business Clients Can Maximize the QBI Deduction in 2021Business-owning clients still have time to reduce taxable income while securing their own retirement.
December 20, 2021
How to Use Retirement Assets for Startup ExpensesThere are a few ways to use 401(k) savings to fund a new business, but be careful to follow IRS rules.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
Debate: Should Crypto Exchanges Be Required to Report on Customers to the IRS?Two professors discuss the increased reporting requirements on cryptocurrency "brokers" and recipients under the new infrastructure law.
December 16, 2021
Misreported Crypto Gains? Fix Mistakes Before It's Too LateAdvisors should be on alert and take the time to catch up now, before the IRS toughens enforcement.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.