A possibly rewarding and calming period of a person’s life is retirement. A new set of challenges arise as the transition began and this could lead to nervousness or feeling...
Posted by Elliot Kravitz, ATP on 04/27/2020
Leaving the winning side of a lawsuit as a plaintiff can be a rewarding feeling, especially if it's a financial deal. There will likely be a sense of relief and demand. Unfortunately,...
Posted by Elliot Kravitz, ATP on 04/20/2020
What is the TCJA charge against base erosion and anti-abuse tax, and how does it work?Base-Erosion and Anti-Abuse Tax (BEAT), a new tax under the Tax Cuts and Job Acts (TCJA), limits...
Posted by Elliot Kravitz, ATP on 02/25/2020
As a smart fund manager, you probably already have at least one basic real estate plan, including the notary's will and financial powers. However, there are many other tools you...
Posted by Elliot Kravitz, ATP on 11/25/2019
What is the 4% percent rule?The 4% rule is a general rule used to determine the amount a retiree should withdraw from a retirement account each year. This rule is intended to provide...
Posted by Elliot Kravitz, ATP on 11/25/2019
For centuries, estate planning and asset management of clients have been overseen by financial advisors. However in recent years, for finance pros and their clients to stay on top...
Posted by Elliot Kravitz, ATP on 10/29/2019
The tax season may be over for most taxpayers, but fraudsters do not give up. The Internal Revenue Service (IRS) has recently warned taxpayers and tax professionals against a new fraudulent...
Posted by Elliot Kravitz, ATP on 09/30/2019
By providing a better user experience and control over various aspects of money management, financial technology (Fintech) applications are an effective and convenient way to take...
Posted by Elliot Kravitz, ATP on 08/02/2019
Interest rates will continue rising in 2019. But savings rates, mortgages, certificates of deposit, and credit cards are growing at different speeds. Each product is based on a different...
Posted by Elliot Kravitz, ATP on 08/02/2019
