Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
6 Tax Planning Tips to Explore Before Year-End
By Brandon BuckinghamYour clients need to understand that the TCJA may make their taxes look a lot different.
December 13, 2018
10 Year-End Tips to Cut Clients' Tax BillsAdvisors should share these new and tried-and-true tactics with clients, who may find they work to their advantage.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 10, 2018
Ways and Means Chair Brady Releases Revised Tax, Retirement BillThe revised bill adds a new retirement-related provision on use of 529 savings accounts, as well as tax-related measures.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
December 05, 2018
Financial Planning Boosts Confidence: Survey"People often underestimate the benefit of something as simple as being organized," according to Citizens Bank.
December 05, 2018
Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to ThumbA Tax Reform 2.0 amendment proposed by GOP would provide a rule exception for retirement plan sponsors.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.