Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
401(k) Plans Still Make Sense: Jeff Levine
By Bernice NapachJeff Levine of Buckingham Wealth Partners responds to Aaron Brown's controversial Bloomberg Opinion piece.
July 21, 2020
Biden's $775B 'Caring Economy' Plan to Be Funded by Real Estate TaxesThe Democratic program would bolster care for children and seniors, and it would target "like-kind" real estate exchanges.
July 16, 2020
How a Top Raymond James Advisor Runs Her 'Invitation-Only' PracticeMargaret Chow Starner, based in Miami, tells ThinkAdvisor that market crashes are like hurricanes: Her clients "know the drill."
July 15, 2020
Biden Would Expand Estate Tax, Raise Corporate Tax RateBiden's economic plan would also expand payroll taxes on upper-income taxpayers "to fund more generous Social Security benefits."
July 14, 2020
Wells Fargo Reports Loss, Vows to Cut $10B"This cannot continue," CEO Charlie Scharf said.
July 09, 2020
IRS Reminder: IRA Contributions Made by July 15 Are Deductible in 2019Taxpayers can file their 2019 tax return now and claim the deduction before the contribution is actually made.
July 09, 2020
Supreme Court: N.Y. Grand Jury Can Get Trump's Tax ReturnsBut the justices ruled in another decision that Trump's accounting firm and banks don't have to turn them over to Congress.