Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bloomberg Vows to Restore DOL Fiduciary Rule, Add Financial Transaction Tax
By Melanie WaddellThe presidential candidate has released his financial reform policy.
February 12, 2020
IRS Needs to Clarify Virtual Currency Rules: GAOIRS and Treasury's FinCEN also need to explain how foreign asset reporting laws apply to virtual currency, GAO said.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
IRS Floats Updates to Income Tax Withholding RulesThe proposed regulations reflect changes tied to the 2017 tax overhaul and other legislation.
February 11, 2020
How Suze Orman Invests Her WealthOrman tells ThinkAdvisor about her stock picks, lending to gold mines and how she works with her advisor.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 11, 2020
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019It was the second consecutive record-breaking year for distributions from the donor-advised fund.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.