August 15, 2022

tax benefits

4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients

Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]

People Are Having Babies Earlier to Max Out Tax Benefits

Naturally. Williams’s Sara LaLumia, the University of Chicago’s James Sallee and the Treasury Department’s Nicholas Turner took it upon themselves to figure out if policies like the Child Tax Credit (CTC), the dependent exemption and the Earned Income Tax Credit (EITC, which is more generous for families with more children) are pushing mothers with due […]