Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Will the Inflation Reduction Act Cure What Ails Us?
By Robert Bloink | William H. ByrnesThe bill is a scaled-down version of the initial economic package. But is it too scaled down?
August 03, 2022
Battle Erupts Over Claim Manchin Bill Raises Middle-Class TaxesThose earning less than $200,000 could see their tax burden rise 1%, an official, GOP-requested analysis finds.
August 03, 2022
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning ChecklistKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 01, 2022
Manchin-Schumer Deal Has a New HurdlePrivate equity firms are pushing to strike language that suggests carried interest be taxed at a higher rate.
July 29, 2022
8 Things Your Clients Might Not Know About Social SecurityWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.
July 28, 2022
Rich Wall Streeters Face Shock Tax Hike While Rest of Wealthy EscapeSenator Joe Manchin supports ending the carried interest tax break and increasing IRS audits but has rejected raising the $10,000 SALT deduction.
July 28, 2022
New Tax Deal Is a Bill the Markets 'Can Live With': Valliere"No one in Washington — including us — saw this coming," said Greg Valliere, chief U.S. Policy Strategist for AGF Investments.