Month: August 2021

Halfpoint | iStock | Getty Images Many Americans are looking to Labor Day with dread. That’s when some 7.5 million of them will stop receiving their unemployment benefits. The number is more than five times the 1.3 million people who lost aid in December 2013 as the country walked away from the Great Recession. Although
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State treasurers around the nation are spearheading efforts to improve financial literacy. While they may have different experiences or motivations for their efforts to impact positive change, they all agree that more needs to be done to improve people’s financial knowledge and change consumption habits. The efforts of these elected officials, while commendable, fail to
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Karin Slaughter’s recently released latest novel False Witness focuses on a lawyer in a prestigious Atlanta firm gearing up for a criminal trial. Coincidentally we have this week the outcome of her own legal drama, which likely only excites the tax blogosphere. Her appeal to the Eleventh Circuit of a 2019 Tax Court decision confirming that
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Employers, accountants and financial advisors recently received new guidance from the IRS on the extremely important and somewhat complicated Employee Retention Credit (”ERC”) which was passed as part of the Cares Act in February of 2020, and became available retroactively and going forward in 2021 to PPP Borrowers. Brandon Ketron, JD, CPA and I presented
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Today’s column addresses questions about whether investment withdrawals can make Social Security benefits subject to income taxes, potential options for filing when you have more than one ex and suspending a retirement benefit after it converted from a disability benefit. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president
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Back in April, the conservative economist Lawrence B. Lindsey published an article in The Wall Street Journal complaining about the Biden administration’s plan to raise the capital gains rate. An increase to 39.6% would actually cost the government money because it would exceed the revenue-maximizing rate. There could only be one motive, Lindsey insisted. “Tax rates above the revenue-maximizing rate are punitive,” Lindsey charged. “The
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Topline Following days of negotiations, the Senate on Monday struck down a bipartisan amendment to overhaul and clarify newly proposed cryptocurrency tax-reporting requirements included in the Senate’s $1.2 trillion infrastructure bill, dealing a potentially massive blow to a slew of companies concerned they could be forced to hand over transaction information to the Internal Revenue
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While there will hopefully be many lessons learned from this pandemic—how to make a sourdough starter, how to keep houseplants alive, how to practice gratitude—none is perhaps more important than how to take care of one’s mental and physical health. Maintaining mental and physical wellness can be done in a variety of ways—anything from meditation
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Senior Vice President, Investment Management at AppFolio, which provides cloud-based property management software solutions. The innovative measures that property management professionals and leasing teams took to keep their businesses up and running last year were not created in a vacuum. Technology that could help with virtual video tours, rent collection, maintenance requests and more had all
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