Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wait Before Declaring Trump's Tax Cuts a Win
By Noah SmithThe evidence so far supports neither boosters nor foes.
April 30, 2018
2018 IA 25 Politics, Regulation & Compliance WinnersHere are 2018 IA 25 top vote getters in field of politics/regulators/compliance.
April 25, 2018
Ed Asner, Actor Turned 'Grouchy Historian,' Says Constitution Is MisunderstoodThe "Mary Tyler Moore" actor argues to ThinkAdvisor that Republicans give the framers too much anti-tax street cred.
April 24, 2018
Tax Law Surprise: A SEP IRA Upgrade for Service Pass-ThroughsOwners of service-oriented small businesses may find that the new tax law actually reduces taxable income for retirement plans.
April 23, 2018
Wall Street Millennials Are Losing Their Mojo—Is Pot to Blame?Psychotherapist Jonathan Alpert tells ThinkAdvisor that many young financial pros aren't coping well with stress and market volatility.
April 23, 2018
How New Tax Law Affects Investment Portfolios: The Advisor and the Quant"Advisor" Joe Elsasser and "Quant" Ron Piccinini discuss the effects of the new tax law for investors.
April 20, 2018
State Tax Deduction Workarounds Likely to Hit SnagsStates' plans to offset new limits on SALT deductions raise issues for the IRS and local governments.
April 20, 2018
House Passes Bills to Revamp IRSHouse Ways and Means Chair Brady lauds a "monumental step," hoping for Senate passage.