Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Year-End Tax Action: Boost Retirement Savings to Maximize 199A Deduction
By Robert Bloink and William H. ByrnesMany small-business clients can minimize taxes by maximizing the QBI deduction value for 2018.
November 18, 2018
Year-End Tax Checkup: Maximizing Post-Reform Medical DeductionsThis year only, the tax code provision for medical expense deductions can be particularly valuable for some clients.
November 16, 2018
These 10 Companies' (Negative) Tax Rate Is Lowest in USThese 10 companies have an overall tax rate so low, effectively negative, they are due a tax "refund."
November 15, 2018
Should 2017 Tax Changes Be Permanent? Bloink & Byrnes Go Thumb to ThumbThe two professors argue over whether the tax reform legislation changes should be permanent.
November 15, 2018
10 New 2019 Tax Numbers to KnowThe IRS has issued tax year 2019 inflation adjustments for more than 60 tax provisions.
November 15, 2018
5 Big Losers of Tax Reform: Year-End Tax ReminderTax Audit, an audit defense service, highlights the big losers from the tax reform bill passed last December.
November 14, 2018
IRS Crime Report Highlights High Conviction Rate Despite Dearth of AgentsFinancial crime has proliferated over the past few years and cybercrime looms large.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.