Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CFP Board Creates Scholarship Program Honoring First Black CFP
By Jeff BermanThe CFP Board Center for Financial Planning's first endowed scholarship program honors LeCount R. Davis.
August 18, 2022
Will $80B Solve the IRS's Problems?There are some complicated issues involved with the agency's new budget boost.
August 18, 2022
Trump's Longtime CFO Pleads Guilty to Tax FraudThe Trump Organization is facing the same charges as Allen Weisselberg; both pleaded not guilty last year to the tax scheme, of which the CFO was the biggest beneficiary.
August 18, 2022
Inflation Reduction Act Could Spark Surge in Some Home ImprovementsThe Inflation Reduction Act contains some pleasant surprises for taxpayers interested in making certain changes to their homes.
August 17, 2022
Stock Buyback Tax Is a 'Silly Mistake': Charles EllisThe strategist also shares his views on the value of index funds and why "almost everybody needs a financial advisor."
August 17, 2022
6-Month Timeline for IRS Plan to Target Tax Cheats: YellenNone of the funds will be used to increase enforcement tied to those earning under $400,000 a year, according to a memo.
August 16, 2022
Biden Signs $437B Tax-Climate BillIt injects $80 billion into the IRS and imposes a 15% minimum tax on large corporations and a 1% excise tax on stock buybacks.
August 16, 2022
Debate: The New 1% Tax on Stock BuybacksTwo tax experts offer differing views regarding the likely effects of the stock buyback tax, which should be signed into law today.