Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxing, Changing Times for Advisors
By Janet LevauxAn esteemed group of experts discusses how recent tax reforms could prompt more individuals to move from high-tax states to low-tax states (as I just did).
February 16, 2018
5 Key Tax Issues for Families in New Tax LawThe Tax Act makes a number of changes that may be significant for taxpayers who support children or other dependents.
February 16, 2018
IMF Warns Trump’s Tax Overhaul Fueling Global ‘Race to the Bottom’IMF Managing Director Christine Lagarde says other countries are beginning to cut their taxes to stay competitive.
February 16, 2018
7 New Small-Business Tax Rules You Haven’t Heard OfThe new tax law spawned a lot of stories about pass-through business income, but it also establishes several other rules for small businesses.
February 16, 2018
NY Governor Proposes Tax Changes to Offset Federal SALT Deduction CapThe new federal limits on state and local tax deductions could cost residents billions a year.
February 14, 2018
Tax Law Guts Fannie’s Bottom Line; Needs $3.7B From U.S.The mortgage finance company lost over $6 billion in the fourth quarter because asset values declined as a result of the new tax law.
February 13, 2018
7 Questions About Itemized Deductions Under New Tax ActThe 2017 Tax Act made substantial changes to the availability of itemized deductions.
February 13, 2018
Cetera Announces Reorg, Taps New LeadersCetera Financial Group says it is reorganizing its businesses into two channels.