Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How an Advisor Helped a Laid-Off Marketing Exec
By Jeff BermanJane DeLashmutt O'Mara of FBB Capital Partners tells ThinkAdvisor how she helped the client reorganize her finances.
June 15, 2020
IRS Extends Key Opportunity Zone DeadlineCertain investors have until the end of the year to roll over capital gains into Opportunity Zone funds.
June 08, 2020
Latest PPP Loan Bill Has Not Reduced Confusion: AttorneyMore guidance is needed immediately on the law Trump signed Friday, says former Joint Tax Committee lawyer Veena Murthy.
June 08, 2020
3 Steps for Newly Unemployed ClientsWith emotions running high, laid off clients will be more likely to make mistakes and will need guidance more than ever.
June 08, 2020
IRS Rules on Union Health Reimbursement Arrangement Hybrid ProgramThe participants could allocate employer contributions between the HRA and a defined contribution retirement plan.
June 03, 2020
Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After PandemicAdvisors should consider Roth IRA conversions and irrevocable trusts as governments pile on debt, they said.
May 29, 2020
Human Capital: IAA's Neil Simon on Top Issues Percolating at SEC, the HillSimon also talks about IAA's push to restore and expand the deductibility of fees on financial planning advice.
May 28, 2020
House Passes Bill to Extend PPP Loan DeadlinesAmong other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.