Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Ways to Shift Your Production into High Gear This Fall
By Bryce SandersSome year-end headaches create opportunities for sales.
September 27, 2018
House Passes Two 'Tax Reform 2.0' BillsThe House plans to vote Friday on the third bill in the package, the American Innovation Act of 2018.
September 27, 2018
IRS Hands Out $13.6M Whistleblower AwardWhistleblower information led to the IRS collecting over $52.6 million in taxes, penalties and interest in the case.
September 26, 2018
FPA Advocacy Marches on at Federal, State LevelsFPA cannot sit idly on the sidelines and let others dictate our profession's future.
September 25, 2018
Soon Do-Gooders at Vanguard Charitable Can Do BetterVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 25, 2018
Retirement Bill Would Limit 'Stretch' IRAsRESA, which could pass this year, would limit "stretches" to aggregate account values under $450,000, says Andy Friedman.
September 24, 2018
New Tax Bill Offers Attractive Impact Investment OpportunityQualified Opportunity Zones provide a tax incentive to invest in low-income areas, but choose investments carefully.