Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Back Off Those Tariffs, Mr. President: Tax Foundation
By Ginger SzalaThe Tax Foundation crunches the numbers and outlines how the Trump tariffs will hurt the U.S. economy.
May 06, 2019
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.
May 02, 2019
SECURE Act's Change of RMD Rules: Bloink & Byrnes Go Thumb to ThumbThe bill would raise the existing age threshold from 70 1/2 to age 72 for IRAs. Is this just a giveaway to wealthy retirees?
May 01, 2019
AXA to Pay $3.2M FINRA Arb Award to Elderly CoupleThe arb award is the largest ever imposed on AXA, the plaintiffs' lawyers said.
May 01, 2019
Which Retirement Account Comes First, the 401(k) or the IRA?A client who is not intimately familiar with retirement account rules might be faced with a classic chicken vs. egg dilemma.
April 30, 2019
Financial Satisfaction Hits Another Record High: AICPAThe stock market has rebounded as job openings abound.
April 28, 2019
11 Key Social Security Facts You Need to KnowHere are answers to some of the most common Social Security questions.
April 26, 2019
FBI Sees Big Rise in Internet Crime Complaints, LossesThe FBI received nearly 17% more complaints in 2018 than in 2017, and nearly double the losses.