CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act Fast
By Robert Bloink | William H. ByrnesA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
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.
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.