Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Congress Back in Action With Kavanaugh Hearings, Tax Reform 2.0
By Melanie WaddellRepublicans "will push hard for a 'tax cut 2.0 bill,'" says Greg Valliere of Horizon Investments.
August 24, 2018
IRS Moves to Block New York, New Jersey Plans to Bypass SALT CapThe proposed rule targets charitable workarounds to the limit on state and local tax deductions.
August 22, 2018
IRS Nixes Anticipated Pass-Through Tax Deduction WorkaroundsIn new regulations, IRS has identified and prohibited several potential strategies for maximizing the Section 199A deduction.
August 21, 2018
A Major Shift Is Coming in How Advisors Use FintechOpen architecture has its benefits, but unified systems are the future.
August 20, 2018
Here's Where It Costs Most, and Least, to Be RichSmartAsset ranked the states based on the tax burdens faced by the highest-earning 1%.
August 16, 2018
At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth FirmMichael Henley, rated a top next-gen advisor by Forbes, was eager to take his wealth clients and get out on his own.
August 13, 2018
Why Import Tariffs Won't Boost the US EconomyIncreased tariffs won't reduce the trade deficit but will slow growth, according to research from the New York Fed and Tax Foundation, respectively.
August 13, 2018
2 Ways the New Tax Law Hurts Financial Planners and InvestorsFPA is urging Congress to make changes to the law, including to the rules for the new pass-through business deduction.