Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Personal Financial Satisfaction Dips Due to Market Volatility: AICPA
By Michael S. FischerThis is only the fourth decline in the CPA group's satisfaction index since the third quarter of 2011.
January 22, 2019
Life Insurance Is NOT a Financial Service: New IRS 199A Tax Deduction RegsThe new regulation should help insurance agents get a new 20% business income deduction.
January 18, 2019
Repeal SALT Cap, Raise Corporate Tax: Bloink & Byrnes Go Thumb to ThumbDemocrats have proposed increasing the corporate tax rate in order to offset a repeal of the controversial deduction cap.
January 17, 2019
New Rules, New Tips for 529 FundingAdvisors should remember that tax reform has expanded the universe for 529 savings even for clients with young children.
January 15, 2019
Tax Deferral on Stock Options and RSUs: Bloink & Byrnes Go Thumb to ThumbThe 2017 tax reform legislation created a new provision that allows certain employees to defer recognizing gain on certain employer-issued stock options…
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 11, 2019
US Recession Risk Hits 6-Year HighThe government shutdown is affecting "business confidence and could weigh on consumer confidence," according to a Deutsche Bank economist.
January 11, 2019
10 Financial Planning Tips for Clients to Start 2019 Off Right: AICPACPA financial planning experts suggested ways clients can make sure their financial house is in order.