Brett Goldstein is an author, speaker, media personality and president of The Pension Department, Inc., located in Melville, New York. His advice has been featured on CNN, Fox Business, MSNBC and in Forbes, The Wall Street Journal, Boston Globe, Chicago Tribune, New York Daily News, and many more.
For the accountant who is filing a Form 5500 for a self-employed individual, it may be the job of the accountant to report beneficiary information.
Not only would stretch IRAs be dead if the legislation were to pass in the Senate, but your clients’ profit-sharing plans could be next.
People want to know if there is anything that can be done for pre-retirement medical expenses. The answer is yes.
In today’s age of lost tax deductions many accountants are looking for new tax deductions they can offer their clients.