Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Proposed Federal Regs Could End HSA-Direct Primary Care Combinations
By Jennifer BermanThe author says an IRS proposal would eliminate 21 million people's care payment arrangements.
September 21, 2020
What New Jersey's Tax Hike on Millionaires Means for ClientsMore states will likely follow New Jersey's lead. Here's what tax planners suggest.
September 21, 2020
Asset Location Is as Important as Asset AllocationThe author says a common, established product can help clients both with volatility and with taxes.
September 17, 2020
IRS Plugs a Hole Left by a Missing DeductionA new regulation addresses an unintended effect of the death of the personal exemption deduction.
September 16, 2020
Tax Moves to Make Before the ElectionIt's not too late to help clients prepare for changes that could be coming.
September 16, 2020
Biden's Plan Would Create Payroll Tax 'Donut Hole'The tax, which funds Social Security, would be expanded to the highest earners under Biden's tax plan.
September 15, 2020
Best Financial Strategy Before Election Is to Wait and See: Wells Fargo AnalystsIt's too soon to say what will happen on Election Day, so the best plan is to decide what investors' money goals are and plan accordingly, the firm's analysts say.
September 14, 2020
Rep. Brady Floats Bill to Forgive Payroll Taxes Deferred Under Trump OrderThe bill cuts payroll taxes, which fund Social Security, for all workers through year-end.