The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
The change comes after calls from accountants and leaders in Congress to delay the due date as new legislation and pandemic-related work changes disrupt taxpayer plans.
Planned projects in the area that were cut back under the Trump administration would restrict access to tools for reducing estate tax bills.
When a family member dies, the Social Security office will often ask for the last check back.
Take advantage of an environment that's favorable for charitable giving to engage in tax-smart, high-impact philanthropy.
There are small business tax deductions that financial advisers need to know, including work-from-home deductions.
Too much money in tax-deferred retirement accounts could undermine clients' financial plans if taxes rise in the future to pay for today’s exploding government spending.
The measure faces a difficult legislative journey in a narrowly divided Congress, even if it becomes part of a reconciliation bill that can be approved by a simple majority in the Senate.
The measure would impose a 2% annual tax on households and trusts valued at between $50 million and $1 billion; all net worth over $1 billion would be taxed at 3%.
Advisers need to grasp the Employee Retention Credit, in order to better inform their clients and make better decisions for their own businesses.
A custom passive separately managed account (SMA) may hold distinct tax advantages for investors. Explore the benefits of transitioning from traditional ETFs to custom SMAs.
The agency includes new fact sheets that target different age groups and special situations, such as eligibility for benefits.
Understanding the facts about taxes and eligibility for new PPP loans can help you decide if one is right for one of your clients’ businesses.
The application for benefits was submitted more than seven weeks earlier; persistence pays off in tracking down why the response took so long.
Some people could benefit from filing quickly this tax season, as Congress works on another round of stimulus checks, while others may benefit from holding off.
Can a divorced person still collect Social Security benefits on an ex’s earnings record?
HSAs have no annual use-it-or-lose-it requirements, and balances can be carried forward from year to year and withdrawn tax-free in retirement to pay for medical expenses, such as Medicare and long-term care premiums — but not Medigap premiums.
A new report from the Social Security Administration provides a road map for maximizing benefits for individuals who qualify for both programs.
A nonworking wife with no Social Security benefits of her own cannot collect on her husband’s earnings record until he files for his Social Security benefit.
An evenly divided Senate might tweak rather than overhaul investment-advice policy, such as the treatment of rollovers, while resisting some tax increases Biden advocated during the election.
