Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
90 Million Stimulus Payments Sent, More Coming Soon: IRS, Treasury
By Melanie WaddellFirst batch of payments issued mostly by direct deposit this past weekend, but Treasury also mailed roughly 150,000 checks worth $442 million.
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 15, 2021
Biden Plans First Major Tax Hike Since 1993The White House has rejected the wealth tax proposed by Sen. Warren but is still targeting the wealthy in its expected suite of tax hikes.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 11, 2021
Lawmakers Float PPP Loan Application Deadline ExtensionPPP loan application deadline would be extended from March 31 to May 31.
March 11, 2021
Biden Signs $1.9T Stimulus BillBiden plans to hold a televised address Thursday evening to speak about the pandemic.
March 11, 2021
Tax Season Presents Tremendous Opportunity for AdvisorsAdvisors can use technology to make tax season easier for their clients.
March 10, 2021
Digital Payments, Phone Scams Grow in Tax SeasonMillennials are at greater risk for tax scams than boomers, a survey has found.