Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Passes Bills to Revamp IRS
By Melanie WaddellHouse Ways and Means Chair Brady lauds a "monumental step," hoping for Senate passage.
April 17, 2018
Republicans Struggle to Make Tax Cuts a Winning Election IssueA Democratic strategist says typical middle class voters may prefer protecting Medicare to keeping a little extra cash.
April 17, 2018
Investing in 529, ABLE Plans? Better Check Tax Law ChangesChanges in the tax reform law can provide entirely new strategies for planning for all levels of education.
April 17, 2018
On Tax Day, IRS' Online Filing FailsAn error message appears when users select the direct-pay option.
April 17, 2018
House to Vote on Bills to Revamp IRSFull House is scheduled to take up and debate Wednesday the 21st Century IRS Act.
April 17, 2018
The IRS Really Needs a New Computer SystemThe tax agency's embrace of IBM in the 1950s helped drive down audit rates. It's still depending on the same code.
April 16, 2018
10 States Whose Residents Pay the Least Federal TaxesResidents in the bottom-ranking state pay just over $3,000 per adult, MoneyRates.com reports.
April 16, 2018
Trump Plans to Name Pimco's Richard Clarida as Fed Vice ChairAn economist and Columbia University professor, Clarida expected to bring pragmatic approach to Fed policy.