Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Office Tasked With Transforming the Agency Names New Chief
By Melanie WaddellHeather Maloy will lead the Taxpayer First Act office, which is carrying out that law's mandate to revamp the IRS.
February 03, 2021
Donor-Advised Fund Grants Surging Amid PandemicThe multi-year growth tear of DAFs continued as donors increased giving, National Philanthropic Trust reported.
February 02, 2021
Warren to Join Senate Finance Committee, Plans to Introduce Wealth Tax"Wealth tax" legislation aims to impose a two cent tax on every dollar of individual wealth over $50 million, and an extra surtax on every dollar of wealth over $1 billion.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
January 28, 2021
10 Tax, Retirement Predictions for 2021: Jamie HopkinsHere's how several proposals under consideration could affect your clients, according to Carson's chief retirement expert.
January 27, 2021
IRS Creates New Chief Taxpayer Experience Officer PostThe new position will work with business units and offices across the IRS to serve taxpayers.
January 26, 2021
Many Biden Bills Will Languish as Filibuster Remains IntactBiden "will have to work harder to get bipartisan support for his initiatives," said Georgetown's James Angel.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.