Client strategies

A sign advising of social distancing measures in place stands on display at the entrance to a Pick n Pay Stores Ltd. supermarket in Johannesburg, South Africa, on Monday, May 11, 2020.
Art Kuesel
May 28, 2020 9:00 AM

Despite the coronavirus, firms can’t afford to stop looking for prospects

1 Min Read
Paycheck protection program application form
Steven Pinsky
May 27, 2020 9:04 PM

The SBA’s form clarifies some issues, but still leaves questions to be answered.

1 Min Read
A medical worker wearing protective gear walks by a Fire Department of New York (FDNY) ambulance outside the emergency room at Montefiore Hospital in the Bronx borough of New York, U.S., on Thursday, April 2, 2020. In four months, the new coronavirus infected more than 1 million people and killed more than 51,000. The U.S. accounts for a quarter of the cases. Photographer: David Dee Delgado/Bloomberg
Henry Montag
May 20, 2020 2:21 PM

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

8 Min Read
IRS headquarters in Washington, D.C.
IRS
Tracey J. Niemotko
May 14, 2020 3:52 PM

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

2 Min Read
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Kyle Walters
May 13, 2020 8:51 AM

During stressful times like these, it’s natural to feel like everything around you is broken.

3 Min Read
A man walks past the IRS headquarters in Washington, D.C.
IRS
Michael Cohn
May 12, 2020 3:20 PM

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

1 Min Read
IRS-Building-light
By Laura Davison
May 1, 2020 11:25 AM

Small businesses that manage to get their Paycheck Protection Program loans forgiven may find themselves losing valuable tax breaks, according to new guidance from the Internal Revenue Service.

1 Min Read
Paycheck Protection Program-CARES Act-Bloomberg News
Kimberly Foss
April 30, 2020 9:37 PM

As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.

3 Min Read
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Spencer Williams
April 27, 2020 5:39 AM

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

3 Min Read
Art Kuesel
April 21, 2020 9:00 AM

You can still reach out to prospects even in the midst of the coronavirus pandemic.

3 Min Read