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Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.
November 20 -
Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
November 5 -
The IRS announced upward adjustments for 401(k), 403(b)s and other plans.
November 5 -
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?
October 23 -
Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.
October 10 -
This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.
October 9 -
Think you’ve already optimized client portfolios? Think again.
October 9
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Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.
October 9 -
With the expenses no longer deductible, will clients ask for new planning options?
September 27 -
Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.
September 26







