Wealth Think

Under the 2017 Tax Cuts and Jobs Act, R&E expenses paid or incurred after 2021 must be capitalized and amortized over five years (15 years if research is performed overseas).

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.

Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?

"Hopefully one day the industry changes and no one is surprised to see me at a top producer event due to my race or gender, or both," writes advisor Sandra Cho.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

A streamlined “one-stop shop” would assist planners of all stripes in performing due diligence and other actions.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Under a new Biden proposal, gifts and transfers would be subject to new scrutiny.