Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Life Insurance Is NOT a Financial Service: New IRS 199A Tax Deduction Regs
By Allison BellThe new regulation should help insurance agents get a new 20% business income deduction.
January 15, 2019
Tax Deferral on Stock Options and RSUs: Bloink & Byrnes Go Thumb to ThumbThe 2017 tax reform legislation created a new provision that allows certain employees to defer recognizing gain on certain employer-issued stock options…
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 11, 2019
US Recession Risk Hits 6-Year HighThe government shutdown is affecting "business confidence and could weigh on consumer confidence," according to a Deutsche Bank economist.
January 11, 2019
10 Financial Planning Tips for Clients to Start 2019 Off Right: AICPACPA financial planning experts suggested ways clients can make sure their financial house is in order.
January 08, 2019
Debate Swirls on Benefits of Repealing SALT Deduction CapTax research groups say repealing the deduction cap would have little benefit for the middle class.
January 08, 2019
Conservative-Leaning Tax Think Tank Questions Opportunity ZonesThe Tax Foundation asks whether investments in these low-income areas will actaually help the residents.
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.