Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
American College Launches New Wealth Management Certification Program
By Janet LevauxThe curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
December 13, 2017
How 8 Families Would Fare Under Congress’ 2 Tax BillsHere's how the tax bills that passed each chamber would affect Americans across a range of incomes and circumstances.
December 12, 2017
401(k) Tax Changes Would Slash Retirement Savings: Wells Fargo SurveyWithout tax deferral, 401(k) savings would plummet, a Wells Fargo-Gallup survey found.
December 11, 2017
Tax Bill Could Have Big Impact on Small-Biz Retirement PlansMore than 320,000 pass-through businesses offer retirement plans, which the bill provides a disincentive to do, says ARA's Brian Graff.
December 11, 2017
Andy Friedman Answers Top 7 Advisor Tax Bill QuestionsFriedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
December 10, 2017
Future Is Bright for Financial Services in 2018: The EconomistThe Economist Intelligence Unit sees an upbeat year, despite lurking risks in China and other markets.
December 08, 2017
SIFMA: Economists See Little Impact From Tax Cuts in 2018The trade group's economic advisory roundtable discusses its predictions for growth, inflation and interest rates in 2018.
December 08, 2017
Are Tax Cuts Already Priced Into the Stock Market?The S&P 500 and Dow have gained 20% or more over the past year, partially on tax cut expectations. Is there more room to rise?