Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax-Credit Investigation May Trip Up Wells Fargo
By Stephen GandelAdd low-income housing to the list of legal woes.
August 08, 2018
IRS Targets Loopholes for Business-Owner Tax BreakTreasury officials say the "crack and pack" technique is abusive.
August 06, 2018
Schwab Charitable Donor Grants Surged Past 2017 TotalRobust market returns, disaster relief and uncertainty about tax reform drove giving.
August 02, 2018
Recession Is Coming in 2 Years or Less: Adam ToozeThe professor and award-winning author tells ThinkAdvisor that Americans are getting dangerously complacent.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 31, 2018
GAO: 21% of Taxpayers Will Owe More in 2019 Due to UnderwithholdingThe report "is an alarm bell," said Sen. Ron Wyden, D-Ore.
July 30, 2018
A Latter-Day Pioneering PolymathHere's the story of a self-described tax geek who takes a client-focused approach on and off the grid.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?