If You're In The Last Years Of Your Career, Does It Still Make Sense To Contribute To A Retirement Plan? This question came from a client who was told that it no longer made sense to contribute to his plan, since he only had
This is written in late November when the stock market, as measured by the Dow Jones Industrial Average, is 10% below its September high. In these periodic times of market turmoil, it's easy to freeze and develop the dreaded
We Value Your Opinion! Enclosed with this issue is a short survey on what you like (and what you would like to improve) in your relationships with your specialist colleagues. This survey is prepared in conjunction with Advanced Practice Management.
Qualified Opportunity Zones: The Tax Cuts and Jobs Act of 2017 introduced a new concept called Qualified Opportunity Zones (QOZs) which attempts to entice (through generous tax incentives) private investment to flow into low-income
529 Distributions Cannot Be Used To Purchase Campus Real Estate But Can Be Used To Pay Rent On A Building That YOU Own: A purchase will be treated as a non-qualified distribution, subject to income tax and a 10% penalty.
Year-End Reminder To Consider A Qualified Charitable Distribution (QCD) From Your IRA: To recap, once you turn 70-1/2, you can transfer up to $100,000 tax-free from your IRA (not retirement plan) to a charity. QCDs will become far more frequent now
A Specialist Marketing Idea -- Giving Seminars For General Practitioners: Many have tried this. Some continue them as useful, and others drop them as not worth the cost. Most we have seen are unnecessarily expensive affairs. A variation worth co
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