Second-Draw PPP Loans: What Advisors Should Know
By Robert Bloink | William H. ByrnesSmall businesses that took out a PPP loan may qualify for a second one, but they should be mindful of key differences.
December 30, 2020
Hospice Care and Medicare: LTCI InsiderBilling for end-of-life care can be confusing, even for a veteran long-term care planner.
December 21, 2020
A New Way to Provide Employee Health Insurance in the COVID-19 EraIndividual coverage health reimbursement arrangements allow employers to reimburse employees for buying their own health insurance.
December 04, 2020
IRS: Business Expense Tax Deductions and PPP Loan Forgiveness Don't Mix (Usually)There are limited circumstances in which "double dipping" by PPP loan borrowers is allowed, according to IRS guidance.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 16, 2020
What if the Supreme Court Overturns the ACA?There are a few viable paths that the justices could use to uphold the law, but here's what to know if they don't.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.
November 10, 2020
How New SEC Proxy Voting Rules Affect AdvisorsRevised amendments mean advisors who proxy vote or work with proxy advisors need to be careful.