Melanie Waddell

Senior Editor and Washington Bureau Chief at ThinkAdvisor

Senior Editor and Washington Bureau Chief | The Playing Field column | Wife| Boys' Mom | [email protected]

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Articles

The Biggest Changes in Senate Tax Bill

1 week ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
SEC Shreds Plans for 14 Major Rules

2 weeks ago | thinkadvisor.com | Melanie Waddell

SEC Shreds Plans for 14 Major Rules Slideshow June 13, 2025 at 02:33 PM Start Slideshow The Securities and Exchange Commission Thursday withdrew 14 major rule proposals put forth during former SEC Chairman Gary Gensler's term — among them, the controversial outsourcing and custody rule plans for advisors. Start Slideshow Melanie Waddell More on this topic
New York Tax Preparer Charged in $50M Fraud Scheme

2 weeks ago | thinkadvisor.com | Melanie Waddell

What You Need To Know Miles Burton Marshall, who is also an insurance agent, has been charged with running a $50 million Ponzi scheme over a decade. Marshall solicited his tax and insurance clients to invest tens of millions into his so-called Eight Percent Fund, according to prosecutors. He falsely represented the profitability of his real estate business, claiming it was so profitable that he could promise investors 8% yearly returns, according to prosecutors. What You Should Be Reading
LPL, Edward Jones Among 5 Firms Ordered to Pay $29M Over Excessive Commissions

2 weeks ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Ameriprise Fights LPL Advisors' Request to Block Device Search

3 weeks ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
FSI Launches Next-Gen Career Website

1 month ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
New Bill Eliminates Cap on Social Security Payroll Taxes

1 month ago | flipboard.com | Melanie Waddell

2 days agoTaxes are often one of the biggest expenses retirees incur. With our progressive tax system, theoretically, the more you make, the more taxes you must pay. One of the biggest exceptions is income in your Roth IRA. Keep reading as we share how you can save $70,000 or more in this type of retirement …
SEC to Review Trade Data Collection

1 month ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Ed Slott: House Tax Draft Is 'Very Taxpayer Friendly'

1 month ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain

1 month ago | thinkadvisor.com | Melanie Waddell

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?