News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
White Paper: Social Security, The Next New Trend For Financial Professionals
Free White Paper: Become the trusted advisor retirees turn to for Social Security help. Download our White Paper to learn why advisors with Social Security expertise are in an excellent position to add value to their client relationships.
Download NowSponsored by: The National Association of Registered Social Security Analysts (NARSSA)
Funding Your Clients’ Living Legacy Dreams
Society of Financial Service Professionals | May 23, 2023A living legacy goes beyond simply leaving money to heirs; it’s about creating a lasting impact on the world, preserving core values, and ensuring that future generations benefit from your clients’ success and hard work....
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Employee Retention Strategies: Employer-Funded Deferred Compensation
Society of Financial Service Professionals | May 23, 2023Employer-funded deferred compensation is a sophisticated concept that is established with a select group of key employees....
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Relief for Reporting Required Minimum Distributions for IRAs for 2023
Society of Financial Service Professionals | May 23, 2023This notice provides guidance to financial institutions on reporting required minimum distributions (RMDs) for 2023....
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CRS In Focus Report: Central Bank Digital Currencies
Society of Financial Service Professionals | May 23, 2023The recent proliferation of private digital currencies or cryptocurrencies unsupported by any government authority, such as Bitcoin, has led to questions of whether the Federal Reserve (Fed) should create a central bank digital currency....
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Greenbook DéjàVu: Proposed Tax Increase on Wealthy
Society of Financial Service Professionals | May 23, 2023On March 9, 2023, the Biden Administration released its budget and tax proposals for FY 2024. Alongside the budget, the Treasury released its document further describing the revenue proposals in what is typically called the Greenbook....
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The Status of State Long-Term Care: Who Cares? You Should
Society of Financial Service Professionals | May 01, 2023Public policymakers face a problem—how to pay for the cost of long-term care for people who are no longer able to take care of themselves....
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What's A Good Marketing Budget for Financial Advisors?
Society of Financial Service Professionals | May 01, 2023A survey conducted for FA Insights by Design Study found that only 17 percent of financial advisors have developed strategic plans for their businesses....
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Treatment of certain nonfungible tokens as collectibles
Society of Financial Service Professionals | May 01, 2023This notice announces that the Department of the Treasury (Treasury Department) and the Internal Revenue Service (IRS) intend to issue guidance related to the treatment of certain nonfungible tokens (NFTs)....
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The Social Security Retirement Age: An Overview
Society of Financial Service Professionals | May 01, 2023Social Security is a work-based federal insurance program that provides monthly cash benefits to workers and their eligible family members in the event of a worker’s retirement, disability, or death....
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Reaping the Potential Benefits of Tax-Loss Harvesting
Society of Financial Service Professionals | May 01, 2023While no one wants to lose value, harvesting losses for tax purposes can provide a financial silver lining—and one that doesn’t expire....
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