Financial planning news from around the web: March 5 – 9, 2018

Written on Mar 06, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

U.S. Treasury, IRS seek to close loophole sought out by hedge-fund managers
The U.S. Department of Treasury and the IRS issued guidance seeking to close a loophole that hedge-fund managers had been trying to exploit to avoid paying higher taxes on carried-interest profits.

How to fortify your retirement against a financial shock
Common financial shocks can disrupt even the most carefully laid retirement plans, according to a new study which analyzed two common retirement shocks: a drop in income due to widowhood and a spike in medical expenses. Both are serious but can be addressed with careful planning.

How the new tax law will change wealthy Americans’ financial plans
Three in five affluent Americans (63%) said they’re very or somewhat likely to change their personal financial plans based on the new federal tax law, according to a poll conducted on behalf of the AICPA.

How financial planning differs for entrepreneurs
Planning in the early stage of an entrepreneurial venture is more focused on the business and improving cash flow than it is on personal financial planning. But once the business is viable, there are a number of ways in which a financial plan differs from a plan for a non-entrepreneur.

Tech Corner: Sitting in on remote meetings? Working at a standing desk? Follow these tips.
Whether you’re Zooming it in or not sitting down on the job, here’s how to do it right.


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