Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Aspects of Tax Reform Affecting Your Clients
By David LyonKeep these three major areas in mind for this year's tax planning.
May 30, 2018
Your Clients Can Save for College via CrowdfundingCollegeBacker.com isn't a normal college savings program; it adds crowdfunding to the process.
May 25, 2018
Debt Will Continue to Rise Under Trump Budget: CBOThe Trump plan would extend expiring tax provisions and alter the federal student loan program.
May 25, 2018
Tax Reform Offers Relief for Taxable 401(k) LoansRules governing 401(k) plan loans can trigger taxes, but the tax overhaul provides some relief.
May 25, 2018
Trump Tax Cut Is the Gift That Keeps on GivingFirst-quarter results show that corporate America's savings are better than expected.
May 25, 2018
Honoring Advisors Who Serve(d): Memorial Day, 2018ThinkAdvisor's yearly compilation highlights the stories of 11 military veterans who also serve in the financial advisory industry.
May 24, 2018
New Jersey Warns IRS Against Banning Property Taxes as Charitable GiftThe state's attorney general threatened to sue the IRS if it disallows a state workaround on new caps for state and local tax deductions.
May 23, 2018
IRS Warns Against State Tax Deduction WorkaroundsThe agency's brief guidance also said it "intends to propose regulations" on the matter.