Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Mulvaney Says It Would Be OK to Drop Mandate Repeal in Tax Plan
By Ros Krasny, Ben BrodyFor the Trump administration, ACA mandate repeal may be more than a bargaining chip but less than a must-have.
November 17, 2017
There’s a Better Way to Reform the Corporate TaxA Berkeley professors plan could increase investment, improve efficiency, lower the trade deficit and help the poor.
November 17, 2017
6 Things That Worry Greg ValliereAt Schwab Impact, Horizon Investments' chief global strategist offered up his observations about what's worrisome in Washington.
November 17, 2017
Yes, a Corporate Tax Cut Would Increase InvestmentRepublicans have science on their side when it comes to this part of their tax plans.
November 17, 2017
The Real Fight Over Tax Overhaul Is Just StartingIt's unlikely the Senate will pass a tax bill with as much as ease as the House, the Tax Policy Center says.
November 16, 2017
Creating a Special Needs Plan for Social Security, ABLE AccountsRecent data shows one in five individuals will face the need for special needs financial planning, but its often overlooked by advisors.
November 16, 2017
House Passes GOP Tax Reform BillBill passed House by 227-205 vote; Andy Friedman sees passage of Senate bill after Thanksgiving.
November 16, 2017
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up ContributionsThe bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.