Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Expect a One and Done Fed Rate Cut: Mark Zandi
By Bernice NapachMoody's Analytics' chief economist sees a 25-basis point cut next week and likely nothing more before the 2020 election.
July 18, 2019
We Graded the 12 'Smartest' Cities for RetirementThese cities combine affordability with educational perks that'll help keep your brain young, but some of these upsides come at a cost.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 15, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict it.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.
July 08, 2019
Trump Signs IRS Redesign Bill Into LawThe law requires the IRS to submit to Congress in 2020 a plan to redesign the agency.
July 03, 2019
'We Are Part of the Problem': Billionaires and Heirs Demand Wealth TaxNineteen wealthy people are calling on Democratic presidential candidates to support such a tax.
July 01, 2019
DWS Group Launches First S&P 500 ESG ETF for US Investors: Portfolio ProductsAlso, Principal introduces its first interval fund and Eaton Vance announces a strategic initiative within its Parametric subsidiary.