Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
'We Are Part of the Problem': Billionaires and Heirs Demand Wealth Tax
By Tom Metcalf and Suzanne WoolleyNineteen wealthy people are calling on Democratic presidential candidates to support such a tax.
June 25, 2019
Financial Engines Launches New Service for 401(k) Plan ParticipantsThe Fiduciary Distribution Review provides financial advice on retirement plan distributions for departing employees.
June 19, 2019
Americans' Charitable Giving in 2018 Was Virtually FlatCountervailing economic and policy factors shaped charitable giving, the annual Giving USA study finds.
June 14, 2019
Opportunity Zone Investing: What Advisors Should Know About Deferring K-1 GainsThe deadline for making a deferral to reduce current tax liability is rapidly approaching.
June 14, 2019
IRS Redesign Bill Poised to Arrive on Trump's DeskThe newly passed version of the Taxpayer First Act dropped a provision barring the IRS from creating free tax-prep software.
June 12, 2019
IRS Kills State Workarounds for SALT Deduction LimitThe regulation limits the deductibility of contributions to charitable funds designed to get around the $10,000 limit.
June 12, 2019
Tax Law Alters Advisor-Client Conversations About Charitable GivingHalf of advisors in a Fidelity Charitable poll said clients increased their giving overall.
June 12, 2019
Senate Working to Pass Secure Act Retirement Bill: GrassleySenate Finance Committee Chairman Chuck Grassley tells ThinkAdvisor that timing is uncertain, and lays out three possibilities.