Toby is a veteran journalist with more than a dozen years of experience in the field who joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and City Limits. He earned an undergraduate degree in the humanities from the University of Texas at Austin and a master's degree in journalism from the Craig Newmark Graduate School of Journalism at the City University of New York. He has won a dozen business journalism awards during his time with Financial Planning, including those received for the 2020 podcast series "
-
Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.
January 4 -
The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.
December 28 -
Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.
December 28 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.
December 21 -
Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.
December 18 -
After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.
December 15 -
Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.
December 12 -
The new wealth management business opens with help from Integrated Partners as more RIAs and accountants follow the trails blazed by many dual practitioners.
December 5 -
The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.
November 21 -
Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.
November 16 -
While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.
November 16 -
Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.
November 13 -
Avantax's parent had sued two firms owned by its future buyer and one of its major branches prior to the agreement to go private in a billion-dollar acquisition.
October 18 -
A taxpayer failed in his quest to use the "reasonable cause and good faith" exception to avoid an IRS fine of hundreds of thousands of dollars.
September 21 -
The agency's criminal investigation arm has opened probed at least 252 claims under the pandemic-era employee retention credit amounting to $2.8 billion worth of subsidies.
September 21 -
The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.
August 29 -
Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.
August 25 -
Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.
November 22 -
While most midsize firms are folding into the largest players, the company could take an alternate path if it builds on its record recruiting.
November 9
