Is PPP Loan Insurance Right for Your Small-Business Client?
By Robert Bloink | William H. ByrnesA new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
October 22, 2020
PPP Loan Forgiveness Guidance: What Does It All Mean?Some guidance will work in favor of certain owner-employees, while others may be surprised when they have trouble qualifying for loan forgiveness.
October 07, 2020
Claiming Social Security Widow(er) Benefits: It's ComplicatedClaiming a survivor benefit too early, or too late, could mean leaving thousands of dollars on the table.
September 23, 2020
CFP Board Is Now Enforcing New Code of Ethics and Standards of ConductAdvisors will have to toe the line with new rules that put into place fiduciary and best interest requirements.
September 01, 2020
Don't Claim Social Security Early on Fear of Benefit CutsI did the math: Even if future benefits are cut, claiming later will likely remain the best strategy for most retirees.
August 26, 2020
How to Buy the Right Practice — Not a LemonSizing up a potential purchase requires a serious commitment of time and focus.
August 26, 2020
Conservation Easements: What to Know About a Controversial Tax BreakConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
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.