Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
High-Income Tax Evaders Can Expect IRS Home Visit
By Melanie WaddellIRS to boost face-to-face visits with taxpayers earning $100,000 or more that did not file a tax return.
February 18, 2020
Bloomberg Vows to Restore DOL Fiduciary Rule, Add Financial Transaction TaxThe presidential candidate has released his financial reform policy.
February 14, 2020
Here's One Tax Every Candidate Ought to BackA properly designed financial transaction tax would not choke the markets or destroy capital formation.
February 14, 2020
National Philanthropic Trust Grants Surged by 62% in 2019The firm's donor-advised fund account holders recommended $1.7 billion in grants.
February 12, 2020
IRS Needs to Clarify Virtual Currency Rules: GAOIRS and Treasury's FinCEN also need to explain how foreign asset reporting laws apply to virtual currency, GAO said.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
IRS Floats Updates to Income Tax Withholding RulesThe proposed regulations reflect changes tied to the 2017 tax overhaul and other legislation.
February 11, 2020
How Suze Orman Invests Her WealthOrman tells ThinkAdvisor about her stock picks, lending to gold mines and how she works with her advisor.