Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Republicans Need to Get Serious About Social Security
By Ramesh PonnuruThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 30, 2022
What to Do When Your Soon-to-Retire Client Needs to Save More: Advisors' AdviceWe asked advisors how they help clients 5 to 10 years from retirement play catch-up on savings.
August 26, 2022
Debate: When Is Workplace Health Insurance 'Unaffordable'?Two professors discuss the likely effects of reducing the income threshold for an Affordable Care Act tax credit.
August 25, 2022
The New Electric Vehicle Tax Credit: Mind the DetailsThis Inflation Reduction Act tax break comes with income limitations, and not every electric vehicle will qualify.
August 24, 2022
IRS Will Wipe Away $1.2B in Late Fees From PandemicThe tax agency will automatically issue the refunds or credits for most of the fees to 1.6 million taxpayers by Sept. 30.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
August 24, 2022
Offshore Tax Loophole Helps Americans Cheat IRS, Senate SaysLawmakers investigated after billionaire Robert Brockman was accused of hiding $2 billion in offshore trusts and corporations.
August 23, 2022
Debate: How Should the IRS Treat Excess Business Losses?Two professors discuss stretching the limits on these losses for two more years through the Inflation Reduction Act.