Benefits

September 18, 2015 

Chance is a big proponent of testing a retirement plan to make sure it’s sound. To do it right, though, means being thorough, he says. Often, testing is based on just projected income, but that doesn’t go far enough because it doesn’t take into ...

September 15, 2015 

The Avalara Sales Tax Compliance App provides an automated sales tax calculation and return filings compliance solution within the familiar QBO interface. It’s cloud-based and always up to date, ensuring that sales tax rate, rule and boundary ...

September 14, 2015 

This special report summarizes that guidance and suggests ways that same-sex couples can benefit from these changes in the areas of federal and state income taxes; qualified retirement plans; social security and estate, trust and gift taxes.

September 9, 2015 

Baby Boomers, retiring at a rate of roughly 10,000 per day, may have unrealistic notions about what their future long-term care needs could do to their bank accounts.

September 9, 2015 

With over 50 tax provisions on the table to be extended through the end of 2016, it’s definitely not too early to begin planning scenarios on how those provisions, if passed, will affect your client’s tax liability.

Mary Girsch-Bock

September 8, 2015 

Had the premium tax credits been struck down, individuals who elected to purchase health insurance through a federally established marketplace would have no longer been eligible to receive a premium tax credit.

September 8, 2015 

Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.

September 7, 2015 

President Barack Obama used Labor Day as the backdrop to sign an executive order that will require federal contractors to offer paid sick leave to its employees. This includes more than 300,000 employees who do not currently receive sick leave.

September 3, 2015 

"Pre-retirees and retirees are rightly concerned about whether they can afford retirement. But not having enough to do is another kind of deficit that is frequently overlooked until it’s too late,” says Bivona, author of ...

September 2, 2015 

While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...

September 2, 2015 

Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more dif

September 1, 2015 

The IRS’s processing of tax returns that reported or claimed Premium Tax Credits (PTC) during the 2015 filing season was challenged by delays in receiving data from some Health Insurance Marketplaces (Exchanges), according to ...