Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Pain May Hit Some Mutual Fund Shareholders: Benz
By Ginger SzalaMorningstar's Christine Benz outlines the double whammy that might hit mutual fund investors this year.
November 02, 2018
Want a Divorce? Better Do It NowTax overhaul kills alimony deduction for divorces after 2018; reaching a deal soon could mean tens of thousands in savings.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.
November 01, 2018
IRS Raises 401(k), IRA Contribution Limits for 2019The IRA and Roth IRA contribution limit will be raised for the first time since 2013.
October 26, 2018
Which Fintechs Are Gaining Ground?The fintechs that have raised the most funding to date are those that improve on a service consumers already pay for, a study finds.
October 25, 2018
Top 10 Least Tax-Friendly States in US: 2018From property to inheritance to booze, there's no shortage of opportunities for states to levy taxes, Kiplinger reports.
October 24, 2018
Judy Diamond Launches New API to Verify Tax ID DataThe move comes after a recent IRS decision to redact some taxpayer data for privacy reasons.
October 24, 2018
Top House GOP Tax Writer Commits to Trump's 10% Middle-Class Cut"Republicans are scrambling because voters saw through their tax scam," Rep. Richard Neal, D-Mass., responded.