Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Execs Worry About a Downturn, but Investors Remain Optimistic: AICPA
By Michael S. Fischer"Financial pain" has decreased for three quarters this year, the accountants' group says.
October 22, 2019
Cetera Offers 401(k) Advice via Fee-for-Service ModelThe service will bundle 401(k), financial and consulting advice in a single payment.
October 17, 2019
Schwab Charitable, RIAs Give Advisors Some Philanthropy AdviceThey discussed how advisors can improve their charity and socially responsible investing services.
October 16, 2019
Did California's Tax Hike Chase Out the Rich?A study looked to determine whether increasing taxes on high earners led them to flee the state.
October 16, 2019
Senators Push for Vote on Secure Act Retirement BillGOP senators pressed Senate Majority Leader Mitch McConnell for "immediate Senate consideration" of the bill.
October 14, 2019
New IRS Form 1040 to Ask Taxpayers About CryptocurrencyA draft version of the 2019 tax form begins with a question on virtual currencies.
October 11, 2019
How Advisors Can Help Families With Special-Needs ChildrenA knowledgeable financial planner can provide tools and resources for meeting these families' financial challenges.
October 09, 2019
IRS Issues FAQ on Virtual CurrencyNew guidance addresses issues around using virtual currency as payment and the tax implications of a "hard fork."