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Clients should not only check the fees, but also compare their after-tax returns.
June 5 -
Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
May 29 -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
There are only two ways to transfer IRA assets tax free in a divorce proceeding.
May 15 -
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
May 8 -
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4 -
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
May 4 -
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3Rackemann, Sawyer & Brewster -
A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.
April 27