Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
SEC Would Get $74M Funding Boost Under Senate Bill
By Melanie WaddellUnder the financial services bill, the IRS would get a more than $1.6 billion boost to go after wealthy tax cheats.
October 18, 2021
Consumers' Short-Term Inflation Expectations Hit New High: New York FedBut five-year inflation expectations have changed little since before the pandemic.
October 14, 2021
How Millennials, Gen Xers View Wealth DifferentlyAside from their views on wealth, the two generations have different expectations of advisors, Spectrem found.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 08, 2021
Global Corporate-Tax Overhaul Advances as 136 Nations Sign OnRepublicans warned the Biden administration against "circumventing the Senate's constitutional treaty authority."
October 08, 2021
10 Ways to Reduce Capital Gains TaxesTax experts at Orion and Renaissance Macro Research discuss how to prepare for changes proposed by Biden and Democrats.
October 08, 2021
Best & Worst HSAs for Investing: 2021Morningstar ranked 11 prominent HSA providers; none received top marks across the board.