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This election cycle has had more than a few bad surprises, but my advice to clients remains the same.November 2
FounderWealth Logic -
Many taxpayers want to pay less themselves — but want others to pay more.October 28
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At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.October 14
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Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.October 6
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The agency issued guidelines scaling back a tax break for client entertainment, following through on an element of President Trump’s 2017 tax overhaul.October 1
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Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.September 29
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A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.September 25
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Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.September 16
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Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.September 14
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The executive order provides "temporary relief for employers" to “pay the employee portion of Social Security payroll taxes,” confirms Republican Rep. Kevin Brady.September 11
