Taxes December 5, 2022
Donor-Advised Funds Offer a Charitable Way to Harvest a Tax Break
The number of DAFs has nearly tripled to 1.3 million since Congress approved the Tax Cuts and Jobs Act in 2017.
December 4, 2022
How To Advise Clients on Long-Term Care Options
LTCI is a very complicated topic, but, though you may not be able to provide expert guidance, there are ways you can start your clients thinking about this very important topic.
Taxes December 1, 2022
Tax Burden May Rise for Some Seniors as Social Security Benefits Increase Next Year
With next year’s benefits going up at their steepest levels in 42 years, more people will be taxed.
Small Business December 1, 2022
American Express Launches Amex Business Link Digital B2B Payments Ecosystem
The new digital ecosystem is equipped with reporting and reconciliation tools and connects to all customer relationship management (CRM) and ...
Payroll December 1, 2022
How Businesses Can Prepare for Layoffs, Furloughs or RIFs
If the need to reduce staff reaches your workplace, there are a number of issues that you must carefully evaluate before taking action.
Technology November 29, 2022
Is Technology Making Your Life Easier or Creating More Stress?
We all look to technology as a solution to overwork, but is it possible that the latest technology is contributing to your current stress levels?
November 27, 2022
Tax Court Imposes Limit on Capital Losses
Notably, you may use a loss to offset a short-term gain realized earlier in the year that would otherwise be taxed at a high ordinary income tax rate.
Digital Currency November 23, 2022
Thinking of Putting Crypto in Your 401(k)? Think Twice
Crypto is a uniquely perilous investment for families struggling to husband their resources for retirement.
November 23, 2022
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
Firm Management November 23, 2022
Sikich Expands in Chicago with Acquisition of O’Malley & Kwit
The O’Malley & Kwit team will join Sikich’s downtown Chicago office. The transaction is scheduled to close on November 30.
Payroll November 22, 2022
As Inflation Boils, Millennials and Gen Z Face Holiday Spending Pressure
Nearly a third of those younger shoppers say the upcoming holiday season will strain their budgets.
Small Business November 21, 2022
Retail Changed in 2022: Here’s How Consumers and Retailers are Adjusting
New survey data from Avalara and Censuswide shows how retail changed in 2022, and how retailers and consumers are adjusting.