The 2017 tax overhaul bill limited the amount of state and local taxes that taxpayers can write off, a change most acutely felt in high-tax states including New York, New Jersey, Maryland and California, where tax bills can easily exceed the...
Stacy Francis works with women who were recently widowed or going through a divorce.
Four tips to make sure advisor and client understand one another.
Marty Shenkman and Hugh Magill discuss the modern American family.
Professor John Davis offers advice on preparing for technological change.
Marty Shenkman and Hugh Magill discuss the challenges that come with aging clients.
Potential conflicts abound, so beware.
