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The American Taxpayer Relief Act of 2012 has passed. The 2013 inflation adjustments are in. Here is what you need to know about the various tax brackets, thresholds, limitations, and exemptions for 2013.
5 Advisor TalkingPoints: As you form your market outlook this week, there's a measure of relief as a few financial certainties fall into place in the wake of a hasty last-minute deal to avoid the fiscal cliff. However, longer-term fiscal imbalances remain unresolved, and a row over the debt ceiling hovers in the offing.
Whatever your opinion on health care reform, its numerous provisions are bound to affect some, if not all, of your clients. Here's a rundown of the new rules, when they take effect, and the planning opportunities they engender.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025