Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Americans in Need of Some Good Financial Advice: Survey
By Michael S. FischerBig areas of need include retirement planning, increasing savings and reducing debt, a NAPFA survey finds.
September 18, 2019
IRS Issues Final Rules on 100% Business Depreciation DeductionThe rule is a "big deal," says former tax attorney Andy Friedman.
September 17, 2019
IRS Offers Relief for Micro-Captive Insurance TransactionsMicro-captive schemes have been consistently listed on the agency's "Dirty Dozen" list of tax scams.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
New IRS Tool Helps Retirees Figure Taxes on Social Security BenefitsThe tool also allows wage-earners and self-employed taxpayers to check their withholding.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
September 09, 2019
XY Planning Network Adds Coaching, Tax Services for AdvisorsSales and compliance coaching, along with financial planning and process consulting, are among the latest offerings.
September 09, 2019
Blucora to Rebrand HD Vest, 1st Global as Avantax Wealth ManagementThe move is intended to increase awareness of the firm's tax-focused approach.