Practice management

PwC building on Park Avenue in New York
PwC
Michael Cohn
April 28, 2020 2:51 PM

PricewaterhouseCoopers has developed a contact-tracing app as the Big Four firm looks forward to reopening its offices during the coronavirus pandemic and tries to help its clients safely open theirs as more states announce plans to gradually lift their stay-at-home orders.

10 Min Read
Traders On The Floor Of The NYSE As Trump's Speech Spooks Investors 3/12/20
Kimberly Foss
April 28, 2020 12:54 PM

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

4 Min Read
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
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Ayalla Reuven-Lelong
April 24, 2020 9:30 AM

There is no doubt that we all live and operate in a profoundly changed reality, in which the state of continuous change has become the "new normal."

8 Min Read
Chelsea Emery
April 23, 2020 11:51 AM

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

1 Min Read
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Michael Ramos
April 23, 2020 11:40 AM

The cost savings alone are a compelling reason to replace live seminar training with remote delivery.

5 Min Read
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Kyle Walters
April 23, 2020 10:08 AM

Right now, we’re in the danger zone of having some of these pandemic-era habits becoming permanent.

4 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
Alan J. Foxman
April 22, 2020 5:00 PM

My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.

4 Min Read