Month: March 2022

It’s the middle of every American’s favorite time of the year … to hate: tax season. Starting on Jan 24th, the IRS started accepting tax returns for the 2021 tax year. Here are three of the most common tax season mistakes you don’t want to make: 1) Missing last minute tax-saving opportunities. While it’s too
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Signage outside the Internal Revenue Service (IRS) headquarters in Washington, D.C. Bloomberg | Bloomberg | Getty Images A group of bipartisan lawmakers is pressing the IRS for answers on lingering issues amid a backlog of millions of unprocessed returns. Sens. Bob Menendez, D-N.J., and Bill Cassidy, R-La., members of the Senate Finance Committee overseeing the
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Digital financial planning is a force multiplier that allows advisors to serve more people in a more insightful way Changing Landscape The financial planning landscape has changed with a quantum shift in demographics and an increasing interest from younger generations wanting to learn more about financial planning. According to ICI Research, there are some 38%
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Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations. That focus neglects some opportunities to increase family after-tax wealth. It’s not unusual for adult children to help care for their parents or have more wealth or higher incomes than their parents. In those situations, reverse estate planning
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