Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Clients Can Cut or Avoid RMDs: Kiplinger
By Ginger SzalaThese strategies can help keep retired clients from having to withdraw money they don't need.
February 27, 2019
SALT Cap Will Hurt About 10.9 Million Taxpayers: ReportThese taxpayers will lose $323 billion in state and local tax deductions, according to a Treasury IG report.
February 27, 2019
U.S. Tax Refunds Plunge 17% as Treasury Ratchets Up Defense"The size of someone's tax refund says nothing about whether their taxes have gone up or down," Treasury says.
February 27, 2019
6 Top Tax Issues for Investors: Andy FriedmanFormer tax attorney Andy Friedman of The Washington Update highlights SALT workarounds, SMAs and charitable IRA donations.
February 26, 2019
3 Tax Surprises to Watch Out for in 2019These differences from previous years are not just because of the 2017 tax law.
February 26, 2019
Blue State Tax Hikes Lurking in Trump's Tax CutsMany high income earners living in high tax states are shocked to find the tax "cuts" actually left them with higher taxes.
February 25, 2019
Fidelity Investments Launches Fund Focused on Founder-Led Companies: Portfolio ProductsAlso, Franklin Templeton launched low-cost regional and country ETFs in Canada.
February 25, 2019
House Panel Probes IRS on Postcard-Size 1040's UsabilityThe IRS taxpayer advocate says the new form is creating challenges for filers.