Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wall Street Traders Grouse Over Trump Tax Plan
By Laura J. Keller, Ben Steverman, Charles SteinMany are figuring out that the greater benefits will go to billionaires. One, sipping a Bloody Mary, vowed to quit the Republican Party.
December 20, 2017
Tax Bill Drops Bomb on Alimony PaymentsThe GOP tax reform bill changes the tax treatment of alimony (or spousal support) payments in one important way.
December 19, 2017
4 Huge Opportunities to Beat the Tax BillIn a new report, a group of legal experts outlines the major games, legal roadblocks and glitches in the Tax Cuts and Jobs Act.
December 19, 2017
Tax Bill’s Corporate Benefits Come Early, Then Fade, Study SaysThe Wharton School study says companies will pay an average effective tax rate of 9% next year, which will double by 2027.
December 19, 2017
House Passes GOP Tax Cut BillThe bill now moves to the Senate for a vote; Trump is expected to sign it into law as soon as tomorrow.
December 19, 2017
‘The Edge’Whats the secret to client retention and fostering a good relationship with a local center of influence?
December 18, 2017
How Tax Bill Impacts 4 Key Areas for Advisors & ClientsFrom a retirement perspective, tax bill is kind of boring, said ARA's Graff. In this case, boring is good.
December 18, 2017
These Are the Tricks States May Use to Cushion the Loss of SALT DeductionExploiting tax loopholes is a sport associated with rich people and their fancy accountants. State governments may have to start getting fancy, too.