Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senators Push for Vote on Secure Act Retirement Bill
By Melanie WaddellGOP senators pressed Senate Majority Leader Mitch McConnell for "immediate Senate consideration" of the bill.
October 09, 2019
IRS Issues FAQ on Virtual CurrencyNew guidance addresses issues around using virtual currency as payment and the tax implications of a "hard fork."
October 08, 2019
10 Least Tax-Friendly States: 2019Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
October 03, 2019
HSAs Still Have Work to Do: MorningstarOne firm emerged from Morningstar's analysis a winner for both spenders and investors.
October 03, 2019
How and Why to Choose a Niche for Your Financial Planning PracticeA niche practice means you can deliver better service to clients and get more referrals.
October 02, 2019
Top 10 Tax-Friendly States: 2019Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
October 01, 2019
Tech Companies Stress Personalization With Solutions for AdvisorsBlueRush, Envestnet Yodlee and Orion were among standout exhibitors at FinovateFall.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.