Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Warns: Scammers Drooling Over Stimulus Checks
By Michael S. FischerOne red flag is use of the term "stimulus check" instead of "economic impact payment."
April 01, 2020
Treasury's Mnuchin Vows to Boost Small-Business Loan Pool Under CARES ActThe Treasury has issued guidance on the program; advisor Leon LaBrecque told ThinkAdvisor he's been "overwhelmed" with questions.
April 01, 2020
Be Not Afraid: Tax-Aware Retirement Planning Is Not 'Tax Advice'Advisors can, and should, craft tax-efficient retirement strategies for clients without crossing that line. Here's how.
March 31, 2020
Stimulus Plan Includes Temporary RMD WaiverThis measure "will help lots of people avoid a tax bill on IRA value that has vanished," IRA expert Ed Slott tells ThinkAdvisor.
March 27, 2020
House Passes $2.2T Coronavirus Relief BillThe bill, passed by voice vote, now goes to President Trump's desk.
March 26, 2020
Here's Who Gets the Stimulus Cash, and How MuchThe House Ways and Means Committee explains who'll get the individual tax rebates.
March 26, 2020
Senate Passes $2.2T Stimulus PackageLawmakers, however, are already calling for more.
March 25, 2020
Congress Strikes $2 Trillion Stimulus DealThe Senate will vote Wednesday on the plan.