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Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

John Boyd is principal in The Boyd Company, Inc., independent location counsel to leading U.S. and overseas corporations.

Christine Parker is vice president and financial services industry market lead for Pegasystems.

Mr. Belinsky joined Frasca & Associates in 2011 and has more than 30 years of government and finance experience, specializing in financial, strategic, and transactional advisory for airports and infrastructure development projects. Mr. Belinsky currently leads Frasca’s P3 financial advisory efforts. Mr. Belinsky had a significant role in the LaGuardia CTB $4 billion Replacement Project for Frasca.He is advising the Los Angeles World Airports on its $5.5 billion P3 Landside Access Modernization Program, the San Diego Regional Airport Authority on its new FIS facility and ADP project. He has advised the City of Kansas City ATAG committee on future Terminal development at MCI.As part of these projects, Mr. Belinsky has reviewed and evaluated capital programs, financing structures and assisted in the development of alternative financing structures as well as the procurement process.

Ash Shilkin is president of Ivy

Peter Weill is a senior research scientist and chair of the Center for Information Systems Research (CISR) at the MIT Sloan School of Management.

Jonathan Dixon is a solution architect at Datawatch, helping ro implement new line-of-business applications. Prior to Datawatch, Jonathan was a database consultant for Ernst & Young and a business intelligence analyst for RBS Markets & International Banking. He holds a master’s in electrical engineering from King’s College in London.

There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?

Mark Mele is vice president at Casetabs, which offers cloud-based surgery coordination technology. He has 15 years of sales and marketing experience in medical devices, working for ConMed, Biomet and NuVasive.

The bank could be eyeing a move into digital wealth management.