Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Boost Your Value by Seeing How Taxes Are Part of Every Financial Decision
By Todd MackayA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 20, 2021
How U.S. Economy Loses After Manchin-Powell PivotsHere's what the derailing of President Joe Biden's $1.75 trillion spending plan, and other factors, mean for GDP growth in 2022.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
IRS Issues Standard Mileage Rates for 2022These rates are used to calculate deductible costs of operating a vehicle.
December 17, 2021
Debate: Should Crypto Exchanges Be Required to Report on Customers to the IRS?Two professors discuss the increased reporting requirements on cryptocurrency "brokers" and recipients under the new infrastructure law.
December 16, 2021
Misreported Crypto Gains? Fix Mistakes Before It's Too LateAdvisors should be on alert and take the time to catch up now, before the IRS toughens enforcement.
December 16, 2021
Biden Tax, Spending Bill Pushed to 2022Senate Democrats are abandoning efforts to pass the president's $2 trillion economic agenda this year.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.