Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Waters to Hold Hearing on Credit Bureaus, Equifax Breach
By Melanie Waddell"They still haven't been punished or held accountable," a consumer advocate says of Equifax.
February 19, 2019
This Is How the World's High-Tax Countries Do ItThe United States is a little over the median.
February 13, 2019
IRS' New 199A Real Estate Safe Harbor: Bloink & Byrnes Go Thumb to ThumbIs the proposed Revenue Procedure that would provide a safe harbor for rental real estate businesses good?
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 13, 2019
Imagine Canada Becoming a Tax Haven for AmericansA major U.S. tax hike on the wealthy could tempt high earners to look north.
February 13, 2019
Sen. Warren Reintroduces Graduate Student Savings ActThe bill allows funds from graduate students' stipend or fellowship to be deposited into an IRA.
February 12, 2019
IRS Enters Tax Season 'Inundated,' Says Taxpayer AdvocateThe IRS was already struggling with a heavy workload and aging technology. Then the shutdown hit.
February 07, 2019
Unpacking IRS' 199A Regs: Final vs. Proposed RulesThe final rules contain some twists that may surprise clients who are currently calculating their 2018 tax liability.