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UPDATE: IRS Issues Q&As About Paid Family Leave Credit
This "Update" announces the IRS's Q&A regarding the newest tax credit from the Tax Cuts and Jobs Act of 2017 (26 USC 45S).

The 20/20 Newsletter – Vol. 24 Issue 4
This newsletter includes articles on how charitable donations are typically allocated, considering medical expenses during the retirement saving process, why estate planning is important for family businesses, and how unpaid student loans can result in docked social security checks.

SMART TALK: Addressing Volatility in the Context of Retirement Plan Investing
Retirement Plan Advisor Thomas Cooke explains how outside risks can affect the volatility of retirement plan investments.

SMART TALK: Healthcare Game Changers Making Headlines
Amidst the growing movement to modernize the healthcare industry by making it more manageable and affordable, some large disrupters are making big headlines!

SMART TALK: Tax Reform Offers CFOs a Million Dollar Carrot – But Will They Bite?
For over three decades, sponsors of frozen defined benefit (DB) pension plans have been wrestling with the dilemma of deciding when the right time to terminate their DB plan should be. The U.S. government may have just provided them with their answer.

CLIENT ALERT: IRS Modifies Certain 2018 Benefit Limits
This Client Alert reveals information regarding revised 2018 inflation-adjusted benefit amounts, as detailed by the IRS and featured in Revenue Procedure 2018-18.