Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Former Treasury Secretary Lew Says Tax Cuts Leaving U.S. Broke
By Marcus BensassonThe policymaker argued that this is a time for the deficit to be shrinking, not growing.
December 29, 2017
Donor-Advised Funds Were 2017’s Philanthropy StarThe number of DAF accounts at Vanguard Charitable jumped 45% in 2017, but the vehicle still has its critics.
December 28, 2017
IRS Advice on Property Tax Prepayment Causes Widespread ConfusionGiven the confusion, should taxpayers in high-tax states prepay their local property taxes? Here are three points to consider, according to tax experts.
December 27, 2017
Tax Plan Could Change How Wall Street WorksNew legislation offers traded partnerships options for change; a key issue is whether becoming a corporation is worthwhile.
December 27, 2017
Wealthy Americans Flood Advisors to Take Advantage of Tax LawThe new law could change the financial consequences of major life decisions for millions of Americans.
December 27, 2017
GOP Bill's Conflicting Dates Stir Debate on Early Tax PaymentsThe debate illustrates the confusion that could result over potential drafting errors in the bill.
December 27, 2017
Ed Yardeni: What the New Tax Law Will, and Won’t, Do for the EconomyThe investment strategist tells ThinkAdvisor who the big losers are under the tax revamp and why the measure is "remarkably progressive" for a GOP plan.
December 24, 2017
Natural Disaster Victims Face Losses of Many KindsThis may be a year when too many of your clients have faced devastation due to natural disasters.