Clients Can Use 529 Plans to Pay for K-12 School. But Should They?
By Robert Bloink | William H. ByrnesClients seeking tax-friendly ways to pay tuition might find this option attractive, but beware the fine print.
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.
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.