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Apr 15, 2021

A Message From the Editor

We hope you enjoy this week's most popular stories on Please send us any views about our news coverage or other feedback to We appreciate your continued support and input.

– Janet Levaux, Editor in Chief

Expert Opinion

4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate Plans

By Joe Elsasser

Take advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll... Read More


Actor Zach Avery Arrested in $690M Film-Rights Scam

By Melanie Waddell

He defrauded investors by telling them they were buying film rights to resell to Netflix and HBO, prosecutors say. Read More

Sponsored By ALM Partners

The Future Leader: 9 Skills and Mindsets to Succeed in the Next Decade

The majority of the world's top business leaders believe that while some core aspects of leadership will remain the same, leaders of the future will need a new arsenal of skills and mindsets to succeed. Read More

Expert Opinion

How to Minimize Taxes When Social Security, RMDs Kick In

By Martha Shedden

Managing the sequence and amounts of withdrawals from different account types is crucial for retirees and their advisors. Read More


Fidelity to Hire 1,000 Financial Planners in 2021

By Janet Levaux

The firm also plans to add 3,000 other employees, including data scientists and customer service reps. Read More


5 Rules for Claiming Social Security Benefits as an Ex-Spouse

By Ginger Szala

Yes, divorced spouses can claim spousal benefits if they meet the criteria. Here's what advisors should know. Read More

Sponsored By ALM Partners

How To Double Your Productivity

There are plenty of productivity tricks out there, but this cheat sheet compiles the top time saving tips as well as the top time robbers.  Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, Florida, on Nov. 7-9 for the must-attend event for all forward-thinking bank tax professionals. Learn More


What are SPACs? Just the facts

Sponsored by: John Hancock Investment Management

Many view SPACs as the new craze, but investors need to know what they’re getting into. Learn More


Year of the Ox -- Reasons to Be Bullish on China

Please join us for an interactive discussion with Matthews Asia Investment Strategist Andy Rothman and Portfolio Managers Winnie Chwang and John Paul Lech as they explore how portfolios can gain exposure to the world's second largest economy. Learn More

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