Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 States Whose Residents Pay the Most Federal Taxes
By Michael S. FischerPopulation, wealth and number of returns filed influence total taxes paid.
April 13, 2018
4 Key Tax Categories for Early Planning for 2018 Filing SeasonAdvise clients to start the conversation with their tax professional not too long after they've filed their 2017 taxes.
April 12, 2018
Tax Overhaul's Impact on Homeowners Varies Widely: New York FedThe impact on homeowners in high-tax states depends on incomes, property taxes, home values and mortgage terms.
April 11, 2018
Ryan, Finishing Final Term, Vows to Keep Fighting for Entitlement ReformRyan attributed his decision not to run again to not wanting to just be a 'weekend dad.'
April 11, 2018
House Speaker Paul Ryan Won't Seek Re-Election in Blow to GOPThe departure sets up a fight for leadership as midterms approach.
April 11, 2018
Taxpayer Reports of ACA Premium Tax Credit Subsidy Help Fall 9%The average subsidy amount used may have increased 35%.
April 09, 2018
Pass-Through Tax Planning to Boost New QBI Deduction ValueNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
April 09, 2018
IRS Reminds of Filing Deadlines for Foreign AssetsReports for foreign accounts have the same filing deadline as a federal income tax return.