Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS’ 7 Cybersecurity Tips to Keep Holidays From Ruining Tax Season
By Michael S. FischerNational Tax Security Awareness Week is a good time to have clients conduct a personal security audit.
November 27, 2017
Tax-Hike Fears Fuel Talk of Exodus From NortheastThe GOP's tax proposals would drive up taxes for many high-earners in the New York City area--should they move?
November 27, 2017
Senate Could Vote on Tax Bill as Early as This ThursdayTrump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
November 26, 2017
GOP Tax Reform’s Big Winners and Losers: Andy FriedmanAs it stands now, the House has passed its version of the tax reform bill, with a Senate vote expected the week of Nov. 27.
November 24, 2017
Need a College Scholarship? A Website Has 7 Million of ThemThe TFS Scholarships website is free, has no ads and connects to more than 7 million scholarships worth $41 billion.
November 21, 2017
Tax Loopholes for Wall Street’s Wealthiest Linger in BillFor advisors, the Senate bill estate tax provision could create interesting opportunities.
November 21, 2017
CFPB Fines Citibank for Misleading Student-Loan PracticesThe bureau ordered Citibank to end its illegal practices and pay $6.5 million in redress and fines.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.