Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Signs ACA Tax Blocker Bill
By Allison BellThe ECAA will eliminate $12.7 billion in health insurer fee bills and delay the start of the Cadillac plan tax.
January 18, 2018
House Panel Advances Slew of Reg Reform BillsOne revises SEC's money market fund rule, another curbs mutual fund litigation.
January 17, 2018
BofA Has More to Trim to Reach Its $53B Cost Target: Q4 EarningsBank of America once excited investors by pledging steep cost cuts by the end of this year. It still has a ways to go.
January 17, 2018
New US Tax Rules Are a Gift to EuropeU.S. legislators have effectively established an optimal corporate tax range for the EU something France and Germany have long tried and failed to do.
January 17, 2018
The New 20% Pass-Through Tax Deduction: An Advisor’s GuideLets cover some of the basics of this complicated provision so you can be sure to relate the correct information to your clients.
January 17, 2018
What’s Got the New York Fed President Worried?In a speech, William Dudley outlined two things hes not worried about and three things that have him concerned.
January 16, 2018
Small-Business Retirement Rules Shift Under New Tax LawWhile the math governing small-business retirement plans has certainly changed, advisors should not expect these plans to become obsolete.
January 12, 2018
JPMorgan’s Quarterly Tax Pain Should Lead to 2018 GainsBank could see earnings balloon by $3.5 billion based on cuts; trading revenue falls 26%, fueled by drop in fixed income.