Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Conservation Easements: What to Know About a Controversial Tax Break
By Robert Bloink | William H. ByrnesConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
August 24, 2020
Biden: 'No New Taxes' for Those Earning $400K or LessObservers on Twitter had some questions about what the pledge would mean in practice.
August 19, 2020
How the IRS' Tax Backlog Could Affect Your ClientsMany taxpayers are receiving IRS notices for nonpayment of taxes that they already paid. Here's what to do, according to CPAs.
August 17, 2020
IRS Allows Electronic Filing of Form 1040-XIt's one of the last major individual tax forms that needed to be paper filed, the IRS said.
August 13, 2020
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'CEO Aaron Klein also demonstrated new platform enhancements during a Fearless Week keynote.
August 12, 2020
Trump Won't Try to Order Capital Gains Tax Cut: KudlowKudlow added that he "wouldn't mind going back" to a 15% capital gains tax rate.
August 11, 2020
Trump Looking 'Seriously' at Capital Gains Tax CutA capital gains tax cut "would create a lot more jobs," Trump said Monday.
August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.