Stay ahead of changing technology at work by investing time to learn skills that benefit your career progression within the next five years.
Lowering of the corporate tax rate to 21% has prompted reconsideration of ownership structures for US real property owned by foreign investors. Find out the many advantages of this type of ownership over a pass-through.
A great education is an advantage, but the cost can be scary. Ease your clients' minds by reviewing the benefits of tax credits, deductions and smart tax-planning moves to help them meet their goals.
Westbrooks was vice president, chief accounting officer and corporate controller at A. Schulman.
Working later in life can benefit clients in ways such as higher Social Security payments and additional years of employer-subsidized health insurance. However, several factors -- including health problems and caregiving responsibilities -- may prevent clients from working until their planned retirement age. Expert David Blanchett explores how to plan for the true cost of retirement in this recording (for PFP/PFS Section members).
Aretha Franklin, the Queen of Soul, died recently without a will, meaning that the state of Michigan will decide how to split her assets. The situation emphasizes the importance of engaging in estate planning while a client is alive and properly assessing the value of intangible assets. PFP/PFS Section members can access the Planning an Estate Life Event Center in Broadridge, which has dozens of client-friendly communication tools on this topic.
Medicaid's Cash and Counseling program allows people who provide caregiving services to their family members to be reimbursed for their efforts. When using this program, it's a good idea for clients and their caregivers to create a contract with the help of an elder law attorney to avoid potential problems later on. Meanwhile, establishing health care proxies and powers of attorney can help prevent elder financial abuse.
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