Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Americans Plan to Boost Donations This Holiday Season
By Michael S. FischerDisaster relief and health matters are donors' chief priorities, a survey found.
November 28, 2018
How One Advisor Helps a Family in CrisisThrough a partnership between the Foundation for Financial Planning and the Financial Planning Association, financial professionals like Yusuf Abugideiri have a powerful way to give back.
November 27, 2018
Galvin Warns of Holiday Scams, FraudHolidays are a good opportunity to check in on loved ones for signs of financial exploitation, Galvin says.
November 27, 2018
A Tax Tip for Seniors Before Year-EndWhat senior taxpayers can do this year in order to qualify for a 2018 tax year deduction that won't be available for many next year.
November 26, 2018
Sweeping Tax, Retirement Bill Released in HouseThe bill would order an IRS restructuring and implement some RESA provisions, among many other measures.
November 26, 2018
IRS Floats New Business Interest Expense RuleThe rule would limit the tax deduction for certain small businesses whose gross receipts are under $25 million.
November 26, 2018
Business Groups Fear Democrats Will Push for Corporate Tax HikeThey want to pay for infrastructure upgrades — a rare area of common ground with Trump.
November 21, 2018
IRS Floats Plan to Allow Higher Estate, Gift Tax ExclusionsThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.