GMO's Grantham: Raise Taxes on Capital and the Rich
Jeremy Grantham discusses why Trump's plan to cut taxes is bad policy in the long term, though not in the short term.
Business Succession Planning and the Buy-Sell Agreement
Tax Facts Online offers a detailed breakdown of how to handle buy-sell agreements in succession planning.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
2016 Tax Tips to Keep on Your Radar
Some new items that should be on your task list for the 2016 tax reporting season.
House GOP Pledges to ‘Bust Up’ IRS in Tax Plan
There are three pillars to the GOP tax plan, including "busting up" the "huge, unaccountable IRS," Ways and Means Chair Kevin Brady says.
Trump Pledges to Cut Regulations by 75%, Will Face Hiccups in Congress
Trump can "undermine" Dodd-Frank through "more lenient regulation and enforcement," Andy Friedman notes.
Fidelity RIA Chief to Be HD Vest CEO
Bob Oros is leaving the clearing and custody post to lead the group of 4,500 indie advisors.
IRS Probe of Bitcoin Accounts Sparks Legal Showdown
San Francisco digital currency company Coinbase Inc. is challenging an IRS request for information about customers.
House Bill Would Let Students Pay Off Loans With 529 Plans
The legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.