Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.
Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.
Major changes are required in client services, delivery models, staffing practices and management.
The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?
I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.
Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.
These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.
Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."
From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.