Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Gifting Stock to Family Members: What to Know
By Roger WohlnerSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 20, 2021
IRS Issues Guidance on Social Security Taxes Deferred Under Trump OrderThe deferred taxes must be paid by the end of 2021.
January 15, 2021
Who Should Apply to IRS' Voluntary Disclosure Program?This latest program allows for voluntarily disclosing of tax violations beyond those relating to income tax.
January 13, 2021
Ed Slott Joins American College FacultyThe CPA will contribute to College's RICP program and help staff focused on retirement distribution planning.
January 13, 2021
PPP Borrowers Should Act Fast, Expect More Scrutiny: AICPA"The SBA is doing more vetting for potential fraud," said Erik Asgeirsson, president and CEO of CPA.com.
January 08, 2021
TurboTax Starts Depositing Delayed Stimulus FundsH&R block also says delays in processing economic impact payments have been resolved.
January 08, 2021
IRS Reversal: Expenses Paid With PPP Loan Funds Are Now Tax-Deductible"The message is that's what Congress intended all along," Ed Slott told ThinkAdvisor.
January 08, 2021
Captrust Adds $3.3B Arizona RIAThe addition of MRA Associates also allows Captrust to start offering tax consulting services.