GOP Tax Reform Rattling Stock Option Strategies
The GOP tax reform framework contains few details, but tax planning for high-income clients who are compensated with stock options is muddled.
9 New 2018 Tax Numbers to Know
Here are IRS updates that will affect insurance, estate and annuity planning.
10 Most Tax-Friendly States: 2017
From property taxes to estate and "sin" taxes, there are plenty of ways states can charge you. Kiplinger ranked the states with the best deals.
Bob Corker Is Just the Beginning of Trump's Tax-Cut Problems
Other problems include Paul, Collins, Murkowski, McCain, and Heller and Flake.
Families Saving More for College but Underestimating Costs: Fidelity
Fidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
IRS Warns of New Email Scam Targeting E-Services Users
Scammers are using phishing emails to try and trick tax professionals into “signing” a new e-Services user agreement.
Tax Reform ‘On Pace’ to Get Done by Year End, Congressman Says
“Even the Senate believes” tax reform will be accomplished by the end of the year, says Rep. Patrick McHenry.
Dimon Says Time to ‘Get It Done’ on Modernizing Tax Code
A corporate tax cut could create 2 million new jobs, the JPMorgan chief says.
Trump Says He’ll Adjust His Tax Plan in Next Few Weeks
Trump didn’t specify what kind of changes he expects to make to the plan, which has been criticized for adding to the budget deficit.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.