Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Will Trump's Economic Policies Create the Next Big Recession?
By Daniel S. KernThe favorable near-term economic outlook may be creating a false sense of security about the long-term outlook.
March 05, 2018
Beyond Tariffs, 2 More Issues May Rock Markets: Andy FriedmanThe markets don't like tariffs but otherwise "do not want to see [Trump's] initiatives impeded or interrupted," Friedman says.
March 05, 2018
IRS to Issue Carried Interest Regs Under New Tax LawIRS and Treasury regulations will clarify limitations on carried interest.
March 02, 2018
How Investors View New Tax Law: TD Ameritrade"Investor demand for financial planning and investment advice has surged because of the new tax plan," TD Ameritrade's Tom Nally said.
February 28, 2018
Tax Cut Calculator Unveiled by Treasury to Verify WithholdingThe calculator, available at irs.gov, can help workers check if too much or too little is being withheld from their pay.
February 28, 2018
Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPAThe group also offers some tips from CPA financial planners for tax planning under the new law.
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
What Tax Reform Means for Advisors and ClientsChanges are sweeping for 2018 and beyond, as most tax filers are in a new tax bracket and a new tax rate structure.