Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump's IRS Nominee to Face Questions on Management Experience
By Lynnley Browning and Laura DavisonCharles Rettig has spent decades helping wealthy people fight the agency's efforts to collect taxes.
June 26, 2018
'Tax Reform 2.0' Coming After July 4 Break: BradyA package of bills is expected to address charitable contributions and retirement savings measures.
June 22, 2018
Tax-Cut Pitches Fall Flat as Voters Fixate on ImmigrationAnother issue that could have legs: health insurance costs.
June 20, 2018
Transforming New Child Tax Credit Into Tax-Preferred Education SavingsThe 2017 tax reform legislation expanded the child tax credit so that the credit is no longer limited, as historically has been the case, to lower income taxpayers.
June 20, 2018
Charities to Lose Billions in Donations Due to New Tax Law: AEIBut there are ways to offset the loss, the AEI report notes.
June 20, 2018
Fiduciary Trust Lowers Donor-Advised Fund MinimumThe firm hopes to attract more clients at a time when donors are looking to "bunch" donations for tax reasons.
June 14, 2018
AICPA Offers New Personal Financial Planning CertificatesCompleting all five certificates will give CPAs another path to earning the Personal Financial Specialist credential.
June 11, 2018
SIFMA Economists Expect Stronger Growth, Higher RatesThe midyear survey of chief economists from financial firms raises their 2018 growth forecast.