House Passes SECURE Act
BREAKING NEWS: Learn how the SECURE Act will impact your practice! On December 17, 2019, the U.S....
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House Passes Secure Act With Year-End Spending Bill
The full House passed by a 297-120 vote Tuesday the year-end spending bill, which includes the...
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Stories Help People Understand Annuities: Economists
The researchers found that stories also help consumers understand Social Security claiming strategies.
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Ten Signs Your Client Has Dementia
A recent study has found that anxiety during middle age may be linked to higher rates of dementia...
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IRS Announces Forthcoming Section 67(g) Clarifications
The 2017 Tax Cuts and Jobs Act introduced Internal Revenue Code Section 67(g), which temporarily...
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New Exclusive!
BREAKING NEWS: Fiduciary rule reborn? - CreativeOne’s Dennis Mattern and Andrew Payne (VP, General Counsel) discuss the SEC’s newly proposed “Best Interest” rule for broker-dealers... read more »
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Insider Contributors
Latest On The DOL
The DOL Rule is Dead… For Real This Time
The fate of the Department of Labor’s fiduciary rule is finally sealed once and for all. The Fifth...
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States, AARP attempt to salvage the DOL Fiduciary Rule
Three states and the AARP work to salvage DOL Fiduciary Rule California, New York and Oregon — and...
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Fiduciary rule reborn?
Fiduciary rule reborn? CreativeOne’s Dennis Mattern and Andrew Payne (VP, General Counsel)...
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Your Regulatory Resource
SEC Commish Blows Apart “Disappointing” Best Interest Rule
SEC Commissioner Kara Stein, the lone dissenter in the regulator’s 4-1 vote Wednesday to...
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April 30 Deadline Looms for DOL Fiduciary Appeal
With the April 30 deadline looming for the Labor Department to appeal the 5th Circuit Court of...
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The New Form ADV: What Advisors Need to Know and Do
Every year RIAs are required to update their Form ADVs with the Securities and Exchange Commission...
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Tax Corner
5 IRA planning strategies to use now
Here’s what will happen next year at tax time. Your client’s accountant will tell your client...
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Cahill Ruling Makes Split-Dollar Arrangements Less Attractive
In the Estate of Richard E. Cahill, et al. v. Commissioner, the Tax Court denied partial summary...
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New tax law creates confusion about entertainment deductions
The tax rules related to meals and entertainment have changed, and left some uncertainty in the...
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Client Related, Industry / Practice Management
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