Wow! 2021 has been yet another wild and crazy year. Many people have seen their incomes jump in 2021, while others have been out of work and have seen their incomes plummet. Either way, year's end is ...

Those unemployment benefits will be taxable in 2021. Michael Bucci: For the individual, especially if they're a business owner, the difficult concept for most CPAs, financial planners and tax advisors ...

Pandemics, political and policy changes, volatile investment markets—another year under the belt. WealthManagement.com asked several retirement plan industry leaders for their thoughts on the past ...

The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act"). In 2017, the Tax Cuts and Jobs Act (the "2017 Act") ...

Hopefully the tax savings from a small business retirement plan will bring a smile to your face. Check out the deadlines for the SEP IRA, Solo 401(k) and Cash Balance Pension Plan. As we begin tax ...

Solo entrepreneurs, business owners and professionals often work days, nights and weekends. They may not have time to put together a financial plan that would save a significant amount of their income ...

As the pandemic enters its third year and everyday life takes on some semblance of normalcy, the InvestmentNews team looks back at the most interesting industry developments of 2021. This year might ...

With a new president and uncertainty still swirling around COVID-19 and its long-term effects, state legislatures have been very busy to say the least. The updates and changes have been steady on the ...

As we look back on the second year stuck in a COVID world, there were plenty of items that unfolded that give us a reason to pause and learn. Some are new, some are old, but nevertheless there was ...

In fall 2021, under the leadership of the Office of the Provost and Vice President for Academic Affairs and with guidance from the Strategic Planning Core Team, a seventeen-member, cross-campus ...