Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Give Wisely in 2018
By Jeffrey PhillipsIf you're a charitable giving planner, you know all of this. If not, here are some basic guidelines.
January 11, 2018
IRS Releases Tax Withholding Tables for 2018Some Democrats worry that Treasury may have set the tables to encourage "underwithholding" to make paychecks look bigger.
January 10, 2018
9 Ways New Tax Law Could Affect Clients’ Estate PlansThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
January 09, 2018
10 Weird State Taxes and ExemptionsStates tax, and don't tax, the darnedest things, according to Kiplinger.
January 08, 2018
Estate and Gift Tax Changes in the Tax Cuts and Jobs ActPeople in a position to take advantage of the increase in the exclusion would be well advised to act quickly while it is available.
January 05, 2018
New Tax Law Could Change How Clients Invest: Andy FriedmanThe repeal of the deduction for investment fees, for example, could have a big effect on advisors and their clients, Friedman tells ThinkAdvisor.
January 03, 2018
Beware the Chained CPI Link in the New Tax LawIt accelerates moves into higher tax brackets, slows the growth of deductions and sets the stage for lower Social Security COLAs.
January 02, 2018
John Buckingham’s Top 5 Stock Picks for 2018One tip the famed value investor discusses with ThinkAdvisor: Amazon often creates opportunities in its wake.