Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start Afterward
By Olivia RockemanFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.
January 24, 2022
IRS Issues Warning on First Day of Tax Filing SeasonTake special care this year due to several critical tax law changes that took place in 2021, the commissioner said.
January 21, 2022
IRS to Hire 200 Attorneys to Combat Tax SchemesNew hires will help the IRS manage its increasing caseload in its multi-year effort to stamp out abusive schemes.
January 20, 2022
GOP Lawmakers to IRS: 16M Outstanding Tax Returns Is a 'Crisis'The agency can't blame a lack of funding for the backlog, the lawmakers wrote.
January 19, 2022
Study Finds Huge Wealth Gap in Roth IRA ReturnsThe spread in traditional IRA returns is much narrower. Why? Here's what the researchers, and Michael Finke, think.
January 18, 2022
14 ETF Tax Facts to KnowKnow these critical facts about types of ETFs, their benefits, investing strategies and tax rules.
January 18, 2022
Sen. Wyden Targets Scaramucci, Others in Opportunity Zone ProbeWyden worries the Opportunity Zone program "may permit wealthy investors another opportunity to avoid billions of dollars in taxes."
January 13, 2022
The 10 Worst IRS Problems Taxpayers FaceThe national taxpayer advocate sums up the biggest frustrations of 2021 and says she's "deeply concerned" about 2022.