Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Preparing for the Worst: Disaster Planning 101
By Jeffrey PhillipsA lot depends on clients' level of resilience. Thinking ahead may improve that.
November 14, 2017
This GOP-Inspired Wealth Plan Beats Death and TaxesFew Americans pay the estate tax, but many dislike it.
November 14, 2017
House, Senate Tax Bills Will Not Help Economy: Moody’sAny fiscal stimulus would be canceled out, the ratings agency says.
November 14, 2017
Byrd Rule Rattles Senate as House Nears Tax Bill VoteDrafters may have to make the bill cheaper, or round up at least votes from Democrats in the Senate.
November 14, 2017
11 Facts to Know About Catch-Up ContributionsAs the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
November 13, 2017
Jackson Enters Private Wealth and Trust Market: Portfolio ProductsMillennium Trust and Paychex team up on a new Simple IRA offering for small businesses.
November 13, 2017
‘Mini-Rothification’ of 401(k)s Could Be Added to Tax BillRetirement industry lobbyist Brian Graff blasted a proposal to apply Roth treatment to all catch-up contributions.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.