This tech trick will help you make a list of your Excel workbook's worksheet names without having to retype them.
Rolling over 401(k) or 403(b) plans into an IRA is often a good idea after changing jobs. Here is a look at potential advantages as well as factors to weigh before performing such a rollover.
The new lowered corporate tax rate will probably lead to more C corporations and a resulting increase in taxpayers' interest in the 100% exclusion on gain from the sale of qualified small business stock. Find out how to qualify.
The Securities and Exchange Commission issued an alert on business email compromise schemes, and your small business clients should take note. These scams can have devastating impacts on companies. Heed these suggestions, courtesy of the AICPA's Forensic & Litigation Services Fraud Task Force.
Tebbutt was CFO of Brookfield Properties' US retail business and Brookfield Infrastructure's Asia Pacific operations.
Clients can manage their prescription drug costs by choosing the right Medicare Part D plan and comparison shopping to find the lowest drug prices. Monthly premiums are not the only thing that matter when selecting a plan: Clients should also consider factors such as whether their favorite pharmacy is in network or out of network. Take a conversation on prescription costs further by using this tool (free for PFP/PFS Section members) to help clients plan for their health care expenses in retirement.
Harvesting tax losses and shifting clients' assets into tax-friendly exchange-traded funds can help investors lower their 2018 tax bills. It's a good idea to check the tax-cost ratios of various funds and to remember that an ETF's key tax advantage is related to its potential for in-kind redemptions.
Couples going through divorce proceedings have a strong incentive to conclude the process before 2019, when new rules take effect that end a tax deduction available to people who pay alimony. PFP/PFS Section members can access this webcast recording featuring Bob Keebler, CPA/PFS, presenting more tax and financial planning strategies to consider before the year ends.