Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
United States of America Posts 2017 Earnings
By Allison BellA drop in Federal Reserve System profits offset solid Social Security and estate tax revenue growth.
February 07, 2018
Securities Service Network Adds 16 Reps, $441M in AssetsMeanwhile, Raymond James and Ameriprise share details on their latest recruits.
February 07, 2018
How Often Should You Talk to Clients?The key to creating good client relationships is knowing who does what.
February 05, 2018
IRS Warns Tax Preparers of New Malware ScamAs this years tax season revs up, scammers have rolled out a new data theft scheme focused on tax professionals.
January 31, 2018
4 Tips to Navigate Surge of Client Tax QuestionsHow to prepare for the onslaught of tax questions from clients that are expected as a result of the new tax law.
January 31, 2018
How Is a S Corporation, or Pass-Through Entity, Taxed?The new tax reform bill has received a lot of attention for changes in how income from pass-through entities (S corporations and LLCs) is taxed.
January 31, 2018
Why the Stock Market Loves Trump’s Tax CutsPut aside partisan feelings and recognize that the economy is getting a major stimulus.
January 29, 2018
10 ‘Must Do’ Practices for Tax TimeThe siege is on, but preparation will make your scramble to keep up with client needs much easier.