Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
BlackRock's Fink Delivers Grim Outlook With Tax Hikes for Corporate America
By Sridhar NatarajanFink says bankers have told him they expect a cascade of bankruptcies to hit the American economy.
May 04, 2020
How to Help Clients Who Want to Move to Another StateAdvisors should review the tax implications for clients opting to move, wait or consider their residential options during the pandemic.
May 04, 2020
New COVID-19 Report Shows Outbreak Continuing to SmolderThe number of new cases fell in many states but increased in some.
May 01, 2020
IRS Says No Double Tax Benefits From PPP LoansNew guidance from the IRS explains tax consequences of PPP loans that are forgiven.
May 01, 2020
Human Capital: Andy Friedman on Next Stimulus Bill's Potential Tax ProvisionsFriedman also talks about the timing of "CARES 2," as well as what's "heating up" in U.S.-China relations.
April 27, 2020
For Future Tax Flexibility, Consider a Variable AnnuityInstead of paying taxes on capital gains, this type of guaranteed income move could be better for clients.
April 23, 2020
Americans' Financial Satisfaction Takes Biggest Drop Since 2009And that's largely before the pandemic took hold on the economy, according to AICPA.
April 22, 2020
The 2020 IA25: Ed SlottThe retirement-planning expert highlights the best ways to work remotely with clients during the coronavirus.