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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The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.
April 16 -
The first wave of layoffs and others in the works will reduce enforcement. But the smaller ranks will still carry out "a rather grueling examination," an expert says.
April 9 -
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4 -
The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.
April 3 -
The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.
April 2 -
Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
March 21 -
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17 -
The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.
March 11 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26 -
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.
February 11 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.
February 10 -
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.
February 5 -
Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.
February 4 -
At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.
February 3 -
They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 27
