Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Can We Please Stop Hyping Death and Taxes?
By Michael R. StrainIt's hard to hold a productive discussion based on hyperbole.
December 04, 2017
What We Know About Corporate Winners and Losers in Tax BillHere's how 13 industries would fare under the bill passed by the Senate over the weekend.
December 03, 2017
Why Republicans Cherish Their Unloved Tax CutThe author contends that going home without passing any bill would have been too disappointing to Republican donors.
December 02, 2017
Tax Bill, Passed in Haste, Could Hurt Small-Biz Retirement Plans: ARA’s GraffThe tax overhaul, which cleared the Senate early Saturday, has been "barreling through Congress," leaving little time to address technical issues, the retirement lobbyist says.
November 30, 2017
Using Life Insurance to Help Offset Retirees’ Healthcare CostsHealthcare costs pose a very serious risk to retirement savings but the costs could be even greater than clients or their advisors might expect.
November 29, 2017
Trump Backs Bipartisan ACA Market Bill, Boosting Tax PlanThe president said he supports a proposal that includes cost-sharing reduction subsidy funding.
November 29, 2017
Republicans’ Haste Warps Their Tax LegislationThe author wonders whether the lawmakers really know what's been swept under that rug.
November 28, 2017
Tax Cut Bill Could Wallop Muni Bond MarketThe House and Senate tax cut bills would adversely impact the economies, bond issues and home prices in high-tax states.