Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Story Behind Wells Fargo's Troubles
By Janet LevauxThough the fun of the World Cup soccer tournament is over, the summer of 2018 continues — with some issues heating up. Federal Reserve Chairman Jerome…
July 25, 2018
New Yorkers Trying to Flee High State Taxes Find Moving Isn't So EasyAmong wealthy residents, there's more buzz than ever about moving to Florida, but the claws of state tax authorities sink in deep.
July 24, 2018
New GOP Tax Plan Adds Savings Accounts, Expands 529sThe Tax Foundation applauded the framework's inclusion of Universal Savings Accounts, but Greg Valliere sees a tough sell in the Senate.
July 18, 2018
4 States Sue Feds Over Caps on State and Local Tax DeductionsThe lawsuit by New York, New Jersey, Connecticut and Maryland argues that the deduction is essential to prevent federal tax powers from interfering with constitutionally guaranteed state rights.
July 18, 2018
Trump's Tax Cut Hasn't Done Anything for WorkersWages were supposed to rise. Instead, they've fallen.
July 16, 2018
4 Reasons Taxpayers Should Never Subsidize StadiumsElected officials have been played by team owners and sports leagues.
July 13, 2018
Insurer Group Slams U.K.'s Plan for Trading Ties With EUU.K. insurers fear they would have to play by other players' rules.
July 13, 2018
12 Best States for Retirement: 2018Retirees in these states enjoy financial security and a sense of community, according to a Bankrate.com report.