Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump May Consider Herman Cain for Fed Board
By Jennifer JacobsPresident interviewed former Godfather's CEO on Wednesday; Cain's presidential run ended in sexual misconduct scandal.
January 29, 2019
GOP Senators Reintroduce Bill to Repeal Estate TaxThe Death Tax Repeal Act of 2019 is unlikely to gain traction with Democrats.
January 29, 2019
Postcard Premiere of IRS Form 1040: Bloink & Byrnes Go Thumb to ThumbDoes the newly designed Form 1040 simplify the tax filing process or simply result in more confusion?
January 28, 2019
CBO Forecasts a Slowing US Economy and Rising Budget DeficitGDP will slow every year through at least 2021 while the budget deficit rises, eventually topping $1 trillion in 2022.
January 25, 2019
Look Before You Leap: The New Expanded HRAsThe government's new proposed regulations expand the value of HRAs but are complex and need to be scrutinized.
January 24, 2019
Personal Financial Satisfaction Dips Due to Market Volatility: AICPAThis is only the fourth decline in the CPA group's satisfaction index since the third quarter of 2011.
January 23, 2019
IRS, Treasury Clarify QBI Tax DeductionNew final and proposed regs on several aspects of the QBI deduction make important clarifications, particularly involving real estate.
January 23, 2019
How to Put the Brakes on Out-of-Control SpendersClients who overspend can be some of the most difficult, yet they may need your advice the most.