Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Tax Opportunities Created by Market Downturn, Stimulus
By Joe ElsasserThe market decline and the CARES Act provide long-term planning opportunities that don't come around very often.
April 17, 2020
IRS Issues FAQ on Refundable Tax Credits for Small, Midsize BusinessesThe FAQ addresses paid leave under the Families First Coronavirus Response Act.
April 16, 2020
SBA Halts PPP Loan Applications as Funds Run Dry"If you're hoping for a V-shaped recovery," the stalemate in Congress "is a major concern," Greg Valliere says.
April 15, 2020
IRS' New 'Get My Payment' Tool Frustrates UsersThe new tool was designed to let Americans check on the status of their Economic Impact Payments.
April 14, 2020
Treasury Releases Small-Business Loan Guidance for Independent Contractors"Now sole proprietors, independent contractors and gig workers can clearly have a path" to a loan, said advisor Leon LaBrecque.
April 13, 2020
Tax Impact of Stimulus' RMD Waiver, Early Withdrawals: Bloink & ByrnesSign up now for ThinkAdvisor's free tax webinar on Thursday, April 16, from 2-2:30 p.m. EDT.
April 13, 2020
Making the Most of the Tax-Filing ExtensionWith the tax-filing deadline extended to July 15 by the IRS, retirees have a chance to consider a few tax strategies.
April 10, 2020
IRS, Treasury Launch Tool to Help Non-Filers Get Stimulus Checks FasterThe new online tool was designed to help millions who don't usually file a tax return.