Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Offers Relief for Micro-Captive Insurance Transactions
By Elizabeth FestaMicro-captive schemes have been consistently listed on the agency's "Dirty Dozen" list of tax scams.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
September 09, 2019
XY Planning Network Adds Coaching, Tax Services for AdvisorsSales and compliance coaching, along with financial planning and process consulting, are among the latest offerings.
September 09, 2019
Blucora to Rebrand HD Vest, 1st Global as Avantax Wealth ManagementThe move is intended to increase awareness of the firm's tax-focused approach.
September 06, 2019
IRS Offers Relief to Ex-Citizens Who Owe TaxesThe relief is only extended to some expatriated individuals, not estates, trusts or corporations.
September 05, 2019
Advocacy Group Wants Hearings on Nonresident Tax MattersAmerican Citizens Abroad launches online campaign to press lawmakers to act on Tax Fairness for Americans Abroad Act.
September 04, 2019
Bankers' Trade Group Revealed as Owner of Secretive Anti-Credit Union WebsiteFor more than a year, ExploreCreditUnions.com was registered using a proxy that hid the website's ownership.
August 29, 2019
Ed Slott: IRS Ruling Could Alter RMD TimingA ruling on uncashed distribution checks may require advisors to be more careful with RMDs.