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Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.
July 24 -
Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.
July 20 -
Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.
June 26 -
Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.
June 25
Life Planning Partners -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”
May 15 -
A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.
March 19 -
Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.
March 13 -
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An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.
March 12







