Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
He Was an Outsider. Now He Advises NFL Stars.
By Jane Wollman RusoffPeter Borowsky, advisor to the Patriots' McCourty twins and others, tells ThinkAdvisor how he cracked this niche without connections.
April 03, 2019
Key Democrat Revives Plan to Make Capital Gains Tax Due AnnuallyThe move comes as Democrats are envisioning new ways to tax the wealthy.
March 28, 2019
House Panel Introduces Bipartisan Bill to Redesign IRSAmong the bill's 45 changes: creating an independent appeals process.
March 27, 2019
Death and Taxes: Are They Related?Who should you fear more, the taxman or the Reaper? It may depend on where you live.
March 27, 2019
The 10 Key Facts to Understanding AnnuitiesThe world of annuities has many facets that are hard to decipher, so here are some of the important facts to know.
March 25, 2019
Advisors' Advice: 9 Big Mistakes We MadeAdvisors talked about mistakes they have made in their careers and how they moved forward.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 21, 2019
IRS' Top 12 Tax Scams to Avoid: 2019Technology helps the IRS catch offenders, but taxpayers still need to be wary.