Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Quiz: Do You Know These Investment Tax Facts?
By Emily HolbrookTest your knowledge on the tax treatment of stocks and bonds.
November 10, 2020
Doctor-Turned-Advisor Finds New Ways to Help ClientsCordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain.
November 06, 2020
Remote Workers May Get a Surprise at Tax Time: AICPASeven in 10 workers are unaware that working remotely in other states can affect the amount of state taxes owed, the CPA group found.
November 05, 2020
IRS: Self-Supporting College Students Can Claim Stimulus ChecksNov. 21 is the deadline to receive payments this year.
November 05, 2020
Election Results: 6 Market Predictions Based on What We Know NowSeveral potentially market-moving developments are likely based on the election results so far, according to Dan Clifton of Strategas Securities.
November 04, 2020
Top 3 Trends in Charitable Giving and Why They MatterThe effects of COVID-19 and racial and social inequity have led to heightened awareness, as clients look to make a lasting impact.
November 03, 2020
8 States With Tax Questions on the BallotProposals included income tax hikes and legal marijuana could help states replenish coffers drained by the COVID crisis.
November 02, 2020
Here Are Trump's Tax Priorities if Reelected: Sen. PortmanExpiring tax provisions will be on Trump's plate, and a stimulus bill could likely pass during the lame-duck session, Sen. Rob Portman says.