Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
SALT Cap Will Hurt About 10.9 Million Taxpayers: Report
By Laura DavisonThese taxpayers will lose $323 billion in state and local tax deductions, according to a Treasury IG report.
February 26, 2019
3 Tax Surprises to Watch Out for in 2019These differences from previous years are not just because of the 2017 tax law.
February 26, 2019
Blue State Tax Hikes Lurking in Trump's Tax CutsMany high income earners living in high tax states are shocked to find the tax "cuts" actually left them with higher taxes.
February 25, 2019
Fidelity Investments Launches Fund Focused on Founder-Led Companies: Portfolio ProductsAlso, Franklin Templeton launched low-cost regional and country ETFs in Canada.
February 25, 2019
House Panel Probes IRS on Postcard-Size 1040's UsabilityThe IRS taxpayer advocate says the new form is creating challenges for filers.
February 21, 2019
Waters to Hold Hearing on Credit Bureaus, Equifax Breach"They still haven't been punished or held accountable," a consumer advocate says of Equifax.
February 20, 2019
More IRS Guidance Needed on Unclaimed 401(k) Savings: GAOMeanwhile, former Labor official Phyllis Borzi calls for increased efforts to find missing plan participants.
February 19, 2019
Sometimes, a 401(k) Loan Could Be a Good ThingThe author has kind words for a much-hated tool.