Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June Stock Market Bolstered Americans' Financial Satisfaction: AICPA
By Michael S. FischerFinancial pain felt by consumers was at pre-recession lows, the accountants' group reported.
July 22, 2019
Let the 'Zombie' Tax Extenders Die, Groups Urge CongressA diverse group of think tanks urged Congress not to bring expired tax breaks "back from the grave."
July 22, 2019
14 New Weaknesses Discovered in IRS' Security Control Systems: GAO"Weaknesses like these place IRS' systems and data at risk," GAO said.
July 18, 2019
We Graded the 12 'Smartest' Cities for RetirementThese cities combine affordability with educational perks that'll help keep your brain young, but some of these upsides come at a cost.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 15, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict it.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.
July 08, 2019
Trump Signs IRS Redesign Bill Into LawThe law requires the IRS to submit to Congress in 2020 a plan to redesign the agency.