Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Year-End Tips to Cut Clients' Tax Bills
By Michelle SiebertAdvisors should share these new and tried-and-true tactics with clients, who may find they work to their advantage.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
December 05, 2018
Financial Planning Boosts Confidence: Survey"People often underestimate the benefit of something as simple as being organized," according to Citizens Bank.
December 05, 2018
Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to ThumbA Tax Reform 2.0 amendment proposed by GOP would provide a rule exception for retirement plan sponsors.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 05, 2018
Think You Know the Capital Gains Tax Rate? Think Again.Its tiered structure, including a zero percent rate, can create some interesting opportunities for people in the know.
December 04, 2018
Tax Policy in the New Congress: What to ExpectA panel of Republican and Democratic tax policy experts discuss their outlooks.
December 03, 2018
Should Tax Hikes Need Supermajority Vote? Bloink & Byrnes Go Thumb to ThumbA Democratic leader's proposal is meant to protect lower- and middle-income taxpayers.