Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Creates Task Force to Police Elder, Cyber Frauds
By Melanie WaddellThe task force will collaborate with regulators including the SEC and CFPB.
July 06, 2018
They're Off! Competition for Student Financial Planners Is UnderwayACP says submissions are due Sept. 16, and winner will be announced Oct. 8
July 03, 2018
How to Avoid Poverty After Making $650 MillionJohnny Depp would have been better served if he approached his money with the same gusto he applied to inhabiting his roles.
July 02, 2018
4 Reasons the Estate Tax Could Come Roaring BackThe current generous estate tax exclusion levels could be short-lived, insurance exec Howard Sharfman warns.
June 27, 2018
Should Advisors Fear Accountants?At the AICPA conference, insiders discuss how CPAs may be advisors' new competition and why small is the new big.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
June 27, 2018
Trump's IRS Nominee to Face Questions on Management ExperienceCharles Rettig has spent decades helping wealthy people fight the agency's efforts to collect taxes.
June 26, 2018
Are Roths the Future of 401(k)s?Tax rates will change, says one plan consultant, and savers can hedge their bets by adding Roths to the 401(k) mix.