Our Company News
Five Important Financial Truths about Millennials Revisited
Episode 264 – It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view? Continue Reading Five Important Financial Truths about Millennials Revisited
Problems at the Social Security Administration
Episode 263 – The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points. Continue Reading Problems at the Social Security Administration
The Unique Challenges Faced by the “Sandwich” Generation
Episode 262 – The “Sandwich” Generation, people taking care of both parents and children at the same time, are subject to some unique challenges. Continue Reading The Unique Challenges Faced by the “Sandwich” Generation
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now. Continue Reading Tax Gap Projections and Increased IRS Enforcement
Avoiding a Fake Charity
Episode 260 – This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real and a fake charity. Continue Reading Avoiding a Fake Charity
IRS Again Delays New Reporting for Gig Workers and Independent Contractors
Episode 259 – The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors. Continue Reading IRS Again Delays New Reporting for Gig Workers and Independent Contractors
Disinheriting Adult Children for Their Political Beliefs Revisited
Episode 258 – We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room. Continue Reading Disinheriting Adult Children for Their Political Beliefs Revisited
What Does Life Insurance Have to Do With Divorce Revisited
Episode 257 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways. Continue Reading What Does Life Insurance Have to Do With Divorce Revisited