Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
GOP Releases Final Tax Cut Bill
By Melanie WaddellLegislators kept virtually the entire corporate cut and made sure it starts next year, said Andy Friedman of The Washington Update.
December 15, 2017
This Tax Bill Is a Trillion-Dollar BlunderA billionaire says typical corporations now have plenty of cash, anyway.
December 15, 2017
Corker to Vote Yes, All but Ensuring Passage: Tax Debate UpdateHis change of heart comes about an hour after Rubio said yes, improving the tax bill's prospects.
December 14, 2017
Defending Against a Downturn: Strategies in Early RetirementPeriods of market unrest are common and can wreak havoc on any portfolio especially in the first few years of retirement.
December 14, 2017
Corporate Bonds Sour on the Republican Tax PlanLife insurers and other debt buyers are not so sure the Tax Cuts and Jobs Act would help borrowers.
December 14, 2017
Trump ‘Very Sure’ Rubio Will Vote ‘Yes’ on Tax BillI think that Senator Rubio will be there, Trump said.
December 14, 2017
Sen. Rubio Opposes Tax Bill, Rattling NegotiationsThe Florida Republican is pushing for an increased child tax credit.
December 14, 2017
For Advisors, Tax Bill Could Start Shakeout, Job SwitchingThe deal sets 20% deduction for pass-throughs; brokers at big banks wouldnt be eligible for the tax break.