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Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.September 19
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Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.September 18
Founder and principalOC Consulting Group
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The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.September 17
Freelance writer
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The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.September 12
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The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.September 12
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Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.September 10
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The company is bringing together its tax-focused wealth management divisions.September 9
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Tax services segue naturally in to wealth management and financial planning services.September 4
Chairman & CEOUS Wealth Management LLC
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Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.August 29
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An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.August 23
