Benefits

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 ...

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 ...

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.

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.

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.

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.

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.

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.