Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Extends 'Popular' Tax Provisions
By Melanie WaddellAbove-the-line qualified tuition and related expenses and mortgage insurance premiums are among the provisions.
February 24, 2020
IRS Floats Updated Regs on Business Meals, EntertainmentTax lawyer Andrew Friedman tells ThinkAdvisor what advisors should know about the proposed rules.
February 24, 2020
IRS Readies for Tax TimeGuidance on the Secure Act and new identity theft protection measures unveiled as tax filing season gets underway.
February 24, 2020
Vanguard Lowers More Expense Ratios: Portfolio ProductsAlso, Hartford Funds introduces Core Bond ETF.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 20, 2020
Taxpayers Still Confused About 2017 Changes: SurveyThree-quarters of taxpayers are unaware of more recent tax-related laws like the Secure Act, according to an audit defense firm.
February 20, 2020
LPL Brings on $495M Reps: Recruiting RoundupMeanwhile, Raymond James and Wells Fargo pick up advisors from wirehouse firms and other broker-dealers.
February 19, 2020
Secure Act's New Retirement Plans: MEPs, ARPs & PEPsNext year, small-business clients will have even more options for providing retirement benefits to employees.