Biden's Order on Noncompetes: A Game-Changer for Small-Business Clients?
By Robert Bloink | William H. ByrnesSmall businesses that may be affected should know the scope of the order — and act now to protect themselves.
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.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.