With more and more patients turning to direct primary care (also known as “concierge medicine”) to control their health care costs and streamline interactions with
The IRS has issued guidance for businesses that choose to give employees a temporary holiday from their share of the Social Security payroll tax. Under a presidential
With the extended July 15 tax deadline fast approaching and the November U.S. presidential election looming, taxes are now top of mind for many investors,
There’s a new wrinkle introduced by the IRS for the Payroll Protection Program that advisors and their clients taking these loans should be aware of.
The combination of different income types in retirement can create some really ugly distortions in tax rates. If you’re an advisor who has done Social
The Internal Revenue Service today announced that it will make small cuts in employers’ Affordable Care Act (ACA) coverage reporting requirements for 2019, and big
The increased standard deduction under the sweeping tax overhaul passed in 2017 has created an interesting new challenge for taxpayers who give to charity. Prior
If you’re a financial advisor with clients looking to relocate from a high-tax state to a lower-tax one, know this: The state your client plans
A diverse group of think tanks urged Congress not to bring expired tax breaks “back from the grave.”
President Donald Trump signed into law on July 1 the Taxpayer First Act of 2019, legislation to redesign the Internal Revenue Service. House Ways &
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