Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Replay: Levine, Hopkins Share Tips on Stimulus' Small-Biz Loans
By Janet LevauxA recording of our recent webcast on the Payroll Protection Program and other advisor relief is now available.
April 09, 2020
IRS Extends More Filing Deadlines to July 15The IRS also shares guidance on tax relief under the CARES Act for those with net operating losses.
April 08, 2020
3 New Coronavirus Tax Benefits for BusinessesFiling extensions, paid sick leave and more are now available for businesses.
April 08, 2020
4 Ways the Stimulus Helps Donors and CharitiesA big one: Taxpayers who don't itemize can now take an above-the-line deduction for charitable donations.
April 08, 2020
Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDsCPA and planner Chris Wentzien tells ThinkAdvisor how he helps clients take advantage of this valuable tax-planning window.
April 07, 2020
Switching BDs in a Pandemic: How One Team Did ItBill Blyth told ThinkAdvisor how his Chicago-based firm navigated a move from Securities America to LPL in March.
April 07, 2020
SBA, Treasury Issue FAQ for Small-Business Stimulus LoansSmall businesses can be eligible borrowers even if they have more than 500 employees, the FAQ states.
April 06, 2020
Planner Groups Push to Revive Advice-Fee Tax Deduction in Next StimulusThey also want to expand the provision to include more clients.