September 2021 Benchmark Bulletin

State Income Tax: Depends on Where You Live or Work

Here are some interesting facts about state individual income tax rates.


Grandparent 529 Plans Get a Boost Under New FAFSA Rules

Grandparent-owned 529 plans are getting more favorable financial aid treatment under new FAFSA rules.


Company Stock and Your Retirement Strategy

The opportunity to acquire company stock can be a lucrative employee benefit, but there are some specific risks and tax implications to consider.


A Map for Your Family

A letter of instruction could be just as important as a will to help your loved ones settle your estate.