A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.
Read More »Category Archives: Retirement planning
Feed SubscriptionNew Social Security advisor credential launches
The National Association of Registered Social Security Analysts and its site, NARSSA.org, will look to aid professionals and firms who provide Social Security advisory services to its clients.
Read More »Ranges for IRA eligibility change for 2021
The thresholds will all rise, according to the Internal Revenue Service.
Read More »Art of Accounting: Price to pay for a practice
My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.
Read More »Deadline nears to return IRA RMDs
The IRS is reminding taxpayers about the CARES Act’s waiver of required minimum distributions for 2020.
Read More »New tricks for old clients
Aging clients require a different set of eyes.
Read More »RMD rollover relief granted under CARES Act
The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.
Read More »5 reasons to move into sell mode at your firm amid coronavirus
It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.
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