News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
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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SEC Shifts Gears on Advertising: A New Era for Financial Advisors
Advisor Registry | April 18, 2023The Securities and Exchange Commission (SEC) has revealed major changes to its advertising and marketing rules for financial advisors. Previously, the use of client testimonials and endorsements in advertising was prohibited....
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The Four Horsemen of the Mandated Return to Office for Finance Professionals
Society of Financial Service Professionals | March 20, 2023The 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…...
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Strong Dollar: Implications for U.S. Economy
Society of Financial Service Professionals | March 20, 2023Here’s an informative discussion of the recent strengthening of the dollar, potential causes and effects, and policy implications…...
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Employer Tax Credit for Paid Family and Medical Leave
Society of Financial Service Professionals | March 20, 2023Employers 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 potential issues to consider…...
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Advisor Alert: National Taxpayer Advocate Report for 2022
Society of Financial Service Professionals | March 20, 2023According to National Taxpayer Advocate Erin M. Collins, taxpayers and tax professionals “experienced more misery in 2022” due to delays and poor customer service....
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