With social security planning increasingly accepted as a necessity, Medicare is the logical next step for advisors.
Pay attention to the emotional impact of the planning process
Uncle Sam looks to be coming after anyone connected to the Key Worldwide Foundation.
The charitable deduction is meant to incentivize taxpayers to contribute to charities, not find ways to cheat the system
John Krubski's approach, albeit unusual, can produce meaningful solutions.
The 2006 Pension Protection Act offered tax benefits for plans with these features.
A way to avoid a forced or fire sale of a closely held business to pay taxes.
What role should the broker play?
An overview of the funding methods available.
The innocent found GILTI.
