Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Don't Let Fear of Taxes Lead to Portfolio Stagnation
By Vinay NairCapital gains taxes can lead to inertia when clients are hesitant to make beneficial long-term changes at a short-term cost.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.
May 15, 2018
A 'Vicious,' Fed-Fueled Economic Crisis Is Coming, Ex-Goldman Banker WarnsGoldman managing director turned journalist Nomi Prins tells ThinkAdvisor how removing central bank support could create a financial crisis worse than the 2008 collapse.
May 14, 2018
Less Than a Third of Americans Know What a 529 Plan Is: Edward JonesOnly four in 10 parents with children under 13 are saving for education, the firm reports.
May 14, 2018
Green Alpha Advisors Introduces Next Economy Social Index: Portfolio ProductsAlso, BNY Mellon expands its trust network and Morningstar chooses Northern Trust as global custodian for Morningstar Funds.
May 11, 2018
Proposed Tax Bill Would Make Charitable Deduction UniversalThe bipartisan bill would make the charitable deduction available to all taxpayers, whether or not they itemize.
May 11, 2018
New IRS Tool Lets Taxpayers Research CharitiesThe all-in-one search tool is designed to provide easier, faster access to public information.
May 10, 2018
IRS Warns of Tax Scam Targeting Nonresident Aliens and International TaxpayersCriminals solicit recertification of foreign status using a bogus form.