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These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.
May 20
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About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.
May 20
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Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.
May 20
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Meg Ferrero is Vice President, Assistant General Counsel for ADP’s Major Accounts Division in Parsippany, New Jersey. Ms. Ferrero leads the Legal and Compliance teams for the Major Accounts Division and Canada. Prior to joining ADP in 2009, Ms. Ferrero practiced law at the largest Hispanic-owned community bank in the US and with law firms in Miami, Florida and San Juan, Puerto Rico. She has exclusively represented management in all areas of employment law, contracts negotiations, real estate matters, and general management. Ms. Ferrero has extensive experience providing compliance guidance, business training and advice on HR, benefits, payroll and Health Care Reform compliance. She earned her undergraduate degree from the University of Florida and her law and MBA degrees from Stetson University College of Law.
May 20
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If enacted as-is, the rules could hurt Wall Street lenders that have been trying to grow their wealth management businesses since the 2008 financial crisis.
May 20
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As the chief executive of an asset management firm that houses the nations third oldest mutual fund, Lisa Jones owns several responsibilities, stretching from operations to business growth.
May 20
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Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.
May 19
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Three weeks after the broker killed himself, the firm agreed to a confidential settlement with his wife for an undisclosed amount.
May 19
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John Schifino is a trial and appellate lawyer at Burr & Forman LLP (Tampa, Fla.) experienced in handling a diverse range of business litigation matters, including labor and employment cases. He has served as lead counsel in numerous jury and bench trials, and has represented municipalities, manufacturers and recyclers, large restaurant franchisees, physician practice groups, large private prison service providers, large food and beverage distributors, private securities firms, real estate developers and other businesses.
May 19
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Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.
May 19
