Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Should 2017 Tax Changes Be Permanent? Bloink & Byrnes Go Thumb to Thumb
By Robert Bloink and William H. ByrnesThe two professors argue over whether the tax reform legislation changes should be permanent.
November 14, 2018
IRS Crime Report Highlights High Conviction Rate Despite Dearth of AgentsFinancial crime has proliferated over the past few years and cybercrime looms large.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.
November 13, 2018
HNWs Don't Know What to Do With Their RMDs: SurveyVia Allianz Life, here is a situation where retiring clients need your advice.
November 09, 2018
In a World of Free Products, Financial Planning Must ChangeThere's no doubt the investment business is changing. The question is how do advisors take action to adapt?
November 07, 2018
Is the Proposed Child Tax Credit Even Needed? Bloink & Byrnes Go Thumb to ThumbWe asked the two professors, who hold opposing political viewpoints, their opinions about how the new credit might work.
November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 07, 2018
Honoring Advisors Who Serve(d): Veterans Day, 2018On this 100th anniversary of Veterans Day, we serve up 11 stories by military veterans in the advisory world.