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 "
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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 -
Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.
December 28 -
The flow of assets and capital in manager selection, municipal bonds and business and mortgage capital reveals forms of systemic racism that often get overlooked.
December 7 -
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.
November 23 -
Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.
November 9 -
In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.
October 26 -
This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.
October 23 -
The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.
February 18 -
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7 -
Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.
October 7 -
The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.
January 23
