What does the House-approved SECURE Act mean for your client’s retirement options? Brett Goldstein and I break it down.SECURE-Act-offers-new-retirement-strategies-for-accountants-to-discuss-with-clients-_-Accounting-Today
How do you help your self-employed clients access capital or seek other financial strategies? I explore these questions and more in my latest post for Accounting Today.Providing-guidance-to-obtain-financing-for-the-self-employed-_-Accounting-Today
Guest blog for Tenenbaum Law, P.C.
Here is another article I co-wrote with Brett Goldstein for Accounting Today, discussing tax-free withdrawals from a retirement plan for a disability.
Read what the WSJ has to say about the subject of prematurely expiring life insurance, and why the ABA contracted to have a book about the subject written.