Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Millennials Now Make Up Nearly Half of the Super-Wealthy: Spectrem
By Emily ZulzA Spectrem Group report finds that millennials make up the largest share of investors with more than $25 million.
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.
March 18, 2019
Democrat Wants to End Tax Deductions for Some College DonationsSen. Ron Wyden says the federal government should stop perpetuating "corrupt" admissions practices.
March 15, 2019
New Tax Rule Leaves Many Donors Up in the AirUncertainty was more pervasive among smaller donors, a fundraising firm reported.
March 15, 2019
Do Not Trust Your Compliance Consultant's Legal AdviceA consultant's advice on a complex legal issue, like charging fees for advising a family member, should not be trusted.
March 15, 2019
Treasury Repeals Nearly 300 Tax Regulations in 'Deadwood' DumpTreasury Secretary Mnuchin said the regs "serve no useful purpose to taxpayers."
March 14, 2019
IRS Relief for Tax Underpayment: Bloink & Byrnes Go Thumb to ThumbBecause of the huge tax law change, the IRS is providing penalty relief to taxpayers who underpaid during 2018--but is it too much?
March 11, 2019
Trump 2020 Budget Squeezes Social Security, Medicare: Alicia MunnellSen. Bernie Sanders tweeted that the budget is "breathtaking in its cruelty."