Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Corporate Tax Execs Enthusiastic About New Tax Law
By Michael S. FischerThe latest BDO USA survey finds a majority expect positive effect on their firm's net income.
March 30, 2018
IRS' Dirty Dozen: 12 Tax Scams to Avoid — 2018Don't let your clients get taken for an expensive ride this tax season.
March 29, 2018
How Tax Law Impacts 5 Types of AdvisorsThe Tax Cuts and Jobs Act of 2017 made a number of changes that are important to individuals, small businesses, and the advisors that assist them.…
March 27, 2018
Top Takeaways from Raymond James Black Financial Advisors' Latest EventParticipants networked with other advisors and executives, met interns and heard inspirational speakers from Disney and other organizations.
March 27, 2018
Don't Forget These College Tax Benefits This Filing SeasonThe National Association of Student Financial Aid Administrators has just published its Higher Education Tax Benefit Guide for the 2017 tax filing season.
March 27, 2018
Push to Reform, Update IRS Advances in House'The IRS still has 1960s systems from the Kennedy administration,' according to Rep. Lynn Jenkins.
March 23, 2018
IRS Warns Taxpayers to Report Virtual Currency Transactions'Virtual currency transactions are taxable by law just like transactions in any other property,' the IRS states.
March 21, 2018
Boomers' Kids Don't Want Heirlooms. Advisors Can Help.Gen Xers and millennials want memories, not outdated stuff. Appraiser Elizabeth Stewart tells ThinkAdvisor what to do with it.