Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why So Many NFL and NBA Players Go Broke
By Jane Wollman RusoffGerald Graves tells ThinkAdvisor some common financial pitfalls of pro athletes, who often amass a life's income before 30.
March 05, 2019
Spurned Lawmakers Press IRS Again on Form 1040 Usability DataRep. Richard Neal wants to know why a usability survey was removed from the IRS website.
March 05, 2019
Top 10 Tax Facts for Individual Clients in 2019 You Need to KnowMany clients are now starting to wonder how the 2017 tax reform law will affect their 2019 taxes.
March 05, 2019
Unexpected Ways to Reduce RMDs, Optimize Retirement Cash FlowThese tax-savvy tactics will help you look closely at how a client's assets and their tax treatments interact.
March 05, 2019
Senate Finance Chair Floats Tax Extenders BillThe bill retroactively extends expired provisions, including those affecting mortgage insurance and tuition expenses.
March 01, 2019
How Clients Can Cut or Avoid RMDs: KiplingerThese strategies can help keep retired clients from having to withdraw money they don't need.
March 01, 2019
Some Democrats Want to Tax Financial TradesThe tax could help reduce the deficit as well as high-frequency trades.
March 01, 2019
IRS Whistleblower Program Collects Record $1.4B, Awards $312MThe "IRS program is now working and working remarkably well," a lawyer says.