Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senators Rethink Short-Term Tax Extenders
By Melanie WaddellBipartisan task forces are examining 42 temporary tax provisions with an eye on longer-term alternatives for some.
May 24, 2019
Sen. Wyden Floats Tax Bill to Close Carried Interest LoopholeWyden calls the break for fund managers "One of the most indefensible loopholes in the tax code."
May 24, 2019
Natural Disasters Cause Losses of Many KindsThis could be a year when too many of your clients will face devastation due to natural disasters.
May 21, 2019
Surprise! A Dramatic Tax Increase for College Students on ScholarshipA correction of this unintended consequence of the 2017 tax cut bill is included the Secure Act, up for a vote this week.
May 20, 2019
IRS Audits on Wealthiest Americans PlummetAudit rates plunged 54% for those with AGIs of $10 million or more and 46% for those earning between $5 million and just under $10 million.
May 16, 2019
Ladenburg Rolling Out New Tax App for Indie AdvisorsThe network of independent broker-dealers aims to help advisors and clients with 1099-related processes.
May 15, 2019
Back Off Those Tariffs, Mr. President: Tax FoundationThe Tax Foundation crunches the numbers and outlines how the Trump tariffs will hurt the U.S. economy.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.