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UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.November 30
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Changes for the year; partnerships’ reporting; building your brand; and other highlights from our favorite tax bloggers.November 24
Freelance writer
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With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.November 24
Chairman & CEOUS Wealth Management LLC
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The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.November 18
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The Treasury’s new rules will generally let retirees hold onto more of their savings for longer.November 12
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Practitioners share how they're helping individual clients navigate financial issues and more.November 12
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DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.October 30
Chief operating officerNational Philanthropic Trust
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It's time to re-evaluate the structure of your accounting firm’s wealth management practice.October 29
Chairman & CEOUS Wealth Management LLC
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The top Democrat and Republican on the tax-writing House Ways and Means Committee introduced bipartisan legislation to encourage more Americans to save for retirement.October 28
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The thresholds will all rise, according to the Internal Revenue Service.October 26
