Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Clarifies Rules on Business Meal Deductions
By Marlene SatterThe 2017 tax overhaul repealed entertainment-related deductions but didn't lay out rules for business meals.
October 02, 2018
5 Ways to Shift Your Production into High Gear This FallSome year-end headaches create opportunities for sales.
October 02, 2018
Beware the Social Security 'Tax Torpedo'The combination of different income types in retirement can create some really ugly distortions in tax rates.
October 01, 2018
House Passes Full 'Tax Reform 2.0' PackageThe House on Friday passed the third and final bill, the Family Savings Act, H.R. 6757.
September 27, 2018
House Passes Two 'Tax Reform 2.0' BillsThe House plans to vote Friday on the third bill in the package, the American Innovation Act of 2018.
September 27, 2018
IRS Hands Out $13.6M Whistleblower AwardWhistleblower information led to the IRS collecting over $52.6 million in taxes, penalties and interest in the case.
September 26, 2018
FPA Advocacy Marches on at Federal, State LevelsFPA cannot sit idly on the sidelines and let others dictate our profession's future.
September 25, 2018
Soon Do-Gooders at Vanguard Charitable Can Do BetterVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.