Practice and client management

Withum sign
Edward Mendlowitz
April 27, 2020 9:30 AM

We just got through a most unusual “tax season,” with taxes pushed aside at the beginning of April to be consumed with the SBA and PPP.

4 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
Fast payments, real-time payments, RTP, e-money
Jeff Hinkle
April 23, 2020 9:39 AM

Lawmakers should approve a program to distribute stimulus funds using a government-sanctioned coin, which would be speedier than the current system.

4 Min Read
John Dugan has been Citi's chairman since early last year.
Kevin Wack
April 21, 2020 3:06 PM

"One of the advantages is that we can hear from shareholders in faraway places," John Dugan said at Tuesday's annual meeting, which was held entirely online as most of the country remains on lockdown to help stop the spread of the coronavirus.

2 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
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IRS
Michael Cohn
April 20, 2020 5:00 PM

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

4 Min Read
Truist Chairman and CEO Kelly King
M&A
Paul Davis
April 20, 2020 3:00 PM

Executives say they can still meet their goal of $480 million in cost savings this year from the combination of BB&T and SunTrust despite unexpected expenses, unless the economy fails to rebound quickly.

3 Min Read
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Edward Mendlowitz
April 20, 2020 10:00 AM

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?

3 Min Read
Dom Esposito
April 20, 2020 9:00 AM

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

7 Min Read
Talia Pierluissi
April 17, 2020 4:06 PM

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

2 Min Read