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Academic Journal

Defined-Benefit Plans Remain a Planning Opportunity.

  • Source: Journal of Financial Service Professionals. Jul2018, Vol. 72 Issue 4, p77-88. 12p.

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Academic Journal

The New Tax Act: Why Clients Need to Review Their Estate Plan Today.

  • Source: Journal of Financial Service Professionals. Jul2018, Vol. 72 Issue 4, p15-19. 5p.

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Academic Journal

How Does the Tax Cuts and Jobs Act of 2017 Affect Your Clients?

  • Source: Journal of Financial Service Professionals. Mar2018, Vol. 72 Issue 2, p7-13. 7p.

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Academic Journal

Understanding the 72(t) 10 Percent Penalty.

  • Source: Journal of Financial Service Professionals. Jul2017, Vol. 71 Issue 4, p7-11. 5p.

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Academic Journal

Supreme Court Determines FICA Taxation of Severance Payments.

  • Source: Journal of Financial Service Professionals. Sep2014, Vol. 68 Issue 5, p21-25. 5p.

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Academic Journal

IRA Postmortem Considerations.

  • Source: Journal of Financial Service Professionals. Jul2016, Vol. 70 Issue 4, p39-41. 3p.

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Academic Journal

The Senior Citizen Marriage Tax Penalty/Bonus.

  • Source: Journal of Financial Service Professionals. Nov2013, Vol. 67 Issue 6, p40-45. 6p.

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Academic Journal

Supreme Court Holds "Severance Payments" Are Subject to FICA Withholding.

  • Source: Journal of Financial Service Professionals. Jul2014, Vol. 68 Issue 4, p11-13. 3p.

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