August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.
July 28, 2020
HRA Expansion Boosts Concierge Medical CareBut watch out — the proposed regulations could affect HSA eligibility for some concierge care users.
July 14, 2020
How DOL's New Fiduciary Rule Would Affect Rollover AdviceAdvisors providing rollover advice may become subject to fiduciary standards, but they may find relief in the new prohibited transaction exemption.
July 08, 2020
We Have Nothing to Fear, but…One way to keep clients on the right path may be to have the right gear.
June 25, 2020
CARES Act Expands NOL Carryback, Reversing 2017 Tax ChangesThe changes allow businesses to carry back losses for 2018, 2019 and 2020 for five years.
June 19, 2020
Uncertain Summer Childcare Means Employers Should Check COVID-19 Leave LawBusinesses may face complications when employees request paid leave to care for children who might be home for summer.
June 17, 2020
What to Do When Unemployed Workers Refuse to Come BackSmall-business clients should proceed with caution when contesting: Not all employee situations are created equal.
June 12, 2020
Prep Your Practice Now for Future Market VolatilityIn the coming decade, potential clients will ask how you responded to the turmoil surrounding this pandemic.
May 21, 2020
CARES Act 'Retail Glitch' Fix: Claiming the Bonus DepreciationThis relief helps restaurants and retailers, some of the businesses hardest hit by the COVID-19 pandemic.
May 18, 2020
Unwrapping RMD Waiver Details in CARES ActClients with special circumstances may be especially confused over the impact of the 2020 RMD waiver.