Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate Swirls on Benefits of Repealing SALT Deduction Cap
By Melanie WaddellTax research groups say repealing the deduction cap would have little benefit for the middle class.
January 07, 2019
Warren Kicks Off Presidential Campaign, Offers Estate Tax ProposalThe Massachusetts Democrat was in Iowa to talk about her goals.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
January 02, 2019
GOP Releases Draft of Technical Fixes to Tax LawA new discussion draft addresses technical corrections with respect to the Tax Cuts and Jobs Act of 2017.
January 02, 2019
What Suze Orman Really Thinks of Financial AdvisorsOrman tells ThinkAdvisor about her 17 years as a broker and what she thinks of digital advice.
December 27, 2018
Tax Loss Selling May Be Factor in December Market RoutWhen the year ends and the tax-loss selling stops, the market could be in a better position to recover.
December 21, 2018
Congress May Leave Big ACA Taxes IntactThe House passed a tax-blocker bill Thursday, but the Senate may leave town without considering it.
December 20, 2018
CFP Board Offers Tax Tips for Charitable ContributionsJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.