Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
A Tax Tip for Seniors Before Year-End
By Bernice NapachWhat senior taxpayers can do this year in order to qualify for a 2018 tax year deduction that won't be available for many next year.
November 26, 2018
Business Groups Fear Democrats Will Push for Corporate Tax HikeThey want to pay for infrastructure upgrades — a rare area of common ground with Trump.
November 21, 2018
IRS Floats Plan to Allow Higher Estate, Gift Tax ExclusionsThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.
November 21, 2018
Year-End Tax Action: Boost Retirement Savings to Maximize 199A DeductionMany small-business clients can minimize taxes by maximizing the QBI deduction value for 2018.
November 19, 2018
IRS Warns of 'Tax Transcript' Email ScamEmotet, a particularly destructive piece of malware, is spreading under the guise of an IRS notice.
November 19, 2018
IRS Issues New Tax Deductibility Limits for Long-Term Care InsurancePremiums for tax-qualified LTC insurance policies are considered a medical expense.
November 18, 2018
Year-End Tax Checkup: Maximizing Post-Reform Medical DeductionsThis year only, the tax code provision for medical expense deductions can be particularly valuable for some clients.
November 16, 2018
These 10 Companies' (Negative) Tax Rate Is Lowest in USThese 10 companies have an overall tax rate so low, effectively negative, they are due a tax "refund."