The Four Horsemen of the Mandated Return to Office for Finance Professionals
The financial services industry is leading the charge for return to office, suffering significant churn as a result. You need a plan to combat the resistance, attrition, active quitting… >>
Strong Dollar: Implications for U.S. Economy
Here’s an informative discussion of the recent strengthening of the dollar, potential causes and effects, and policy implications… >>
Employer Tax Credit for Paid Family and Medical Leave
Employers providing paid family and medical leave to their employees may be able to claim a tax credit under IRC Sec. 45S. Get an overview of the credit and learn ... >>
Advisor Alert: National Taxpayer Advocate Report for 2022
According to National Taxpayer Advocate Erin M. Collins, taxpayers and tax professionals “experienced more misery in 2022” due to delays and poor customer service. >>
Secure 2.0 Act Overview
A quick, concise review of the SECURE 2.0 Act of 2022, the follow-up to the 2019 SECURE Act, and its implications for retirees from retirement planning expert Jamie Hopkins… >>
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Register: The Future of Senior Health & Wealth for Financial Professionals
The Medicarians conference is designed to help financial professionals grow their books of business, provide even better support to their customers, and navigate the ever-changing regulatory landscape. If you have clients that are 50 years or older, this event is for you. Get a free ticket.
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Official Forecast: 2023 Social Security COLA
The US Bureau of Labor Statistics just released the CPI-W for August, which means were getting closer to determining 2023's Social Security COLA (Cost of Living Adjustment).