Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
39 Areas of New Tax Law Need ‘Immediate’ IRS Guidance: AICPA
By Melanie WaddellImmediate guidance is needed on the new tax law in areas like retirement and wealth transfer, says AICPAs Tax Executive Committee chairwoman.
January 26, 2018
Personal Financial Satisfaction Hits 24-Year High: AICPAThe bull market and decline in underemployment trump rising inflation in the minds of investors.
January 26, 2018
Tax Reform Causes a Wave of Stock Buybacks. Here’s How Investors Benefit.Companies like Apple are stashing a lot of cash overseas, and investors should reap benefits when that cash is repatriated.
January 25, 2018
State Tax Workarounds Could Punch $154 Billion Hole in Federal BudgetRestructured state taxes could swell the cost of the new tax law.
January 24, 2018
What Wealth Advisors Need to Know in 2018: Much More Than Tax ReformThe new tax law will have an immediate impact on high-net-worth clients, but it's not the only important development advisors should be aware of.
January 24, 2018
Schwab Charitable Grants Set Record in Unique Giving EnvironmentStrong market returns and tax legislation led to a historic giving year in 2017.
January 23, 2018
3 New Questions About Annuity Issuers' PerformanceInsurers are about to post their earnings for the fourth quarter, and for all of 2017.
January 23, 2018
5 Reasons New Tax Law Won’t Boost Stocks in Long Term: JPMorgan’s KellyBut alpha awaits those who can quickly and accurately assess the new hands that companies have just been dealt, strategist David Kelly says.