The Fifth Circuit Supports Fund Manager Social Security Tax Planning in Sirius Solutions

The Fifth Circuit Supports Fund Manager Social Security Tax Planning in Sirius Solutions

Many private fund managers restructured their LP ownership arrangements following the Tax Court decisions in Soroban…

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New Tax Bill Impacts Social Security Planning in 2025

New Tax Bill Impacts Social Security Planning in 2025

(Courtesy of Medicare Done) The financial landscape for retirees is changing. A significant new tax bill…

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Finance job hunt essentials: Soft skills, tailored resumes and social media

Finance job hunt essentials: Soft skills, tailored resumes and social media

With fewer senior level openings within finance at many companies, it’s important to put your best…

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What will happen to Social Security under Trump’s tax plan?

What will happen to Social Security under Trump’s tax plan?

“Seniors should not pay tax on Social Security,” President-elect Donald Trump said on social media during his campaign…

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