Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
17 States With Their Own Estate, Inheritance Taxes
By Ginger SzalaIn these states and the District of Columbia, the exemption is often smaller than the federal exemption, capturing more decedents.
July 30, 2021
Trump's Tax Returns Can Be Released to Congress, DOJ Tells IRSThat decision reverses a 2019 opinion that the Treasury Department shouldn't release the returns.
July 26, 2021
Parametric Adds Tax-Managed Product With Low Minimum: Portfolio ProductsTwo active fixed income funds also launched: the Gavekal Asia Pacific Government Bond ETF and VectorShares Min Vol ETF.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 23, 2021
10 Retirement and Tax Rules Advisors Love to Hate: Advisors' AdviceAdvisors told us which rules they would get rid of, from RMDs to income limits to Secure Act provisions.
July 20, 2021
Should 1031 Exchanges Be Limited?Two professors debate Biden's proposal to cap the amount of capital gains taxes that real estate investors can defer on like-kind exchanges.
July 20, 2021
New Senate Bill Would Overhaul Pass-Through Tax DeductionThe Small Business Tax Fairness Act, introduced by Sen. Ron Wyden, would phase out the deduction for high earners and expand eligibility.
July 16, 2021
Biden's Corporate Tax Hike Plan Would Hit 1.4M Small Businesses, U.S. Chamber WarnsThese firms could be in need of some financial advice if Biden's plan to hike corporate tax rates comes to fruition.