Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Ways Senate Tax Bill Hurts Retirement Plans
By Melanie WaddellCapping an important benefit for the highest earners sets a dangerous precedent, says ARA's Brian Graff.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 09, 2017
Ryan Backs Off Claim That ‘Everybody’ Gets a Tax Cut in GOP PlanThe speaker of the House is now saying that there will be tax cuts for the average family at every income level, not every family.
November 08, 2017
Who Wins, Who Loses in House Tax Cut Bill: ReportAnalysis from the Tax Policy Center shows that the top 1% of income earners are the biggest winners but most Americans will pay less.
November 07, 2017
Cruz Pressing to Include Affordable Care Act Mandate Repeal in Tax BillThe Texas Republican says nixing the penalty would help 6.5 million Americans.
November 07, 2017
‘Rothification’ of 401(k)s Likely in Senate Tax PlanTax and budget analysts give mixed reviews of the House bill, which is being amended.
November 07, 2017
What Now for Rothification? 401(k)s Are Safe for Now, but the Story Isn’t OverThe debate over the tax-preferred treatment of retirement plans shows that some lawmakers do favor limiting pretax contributions.
November 06, 2017
Republicans' Bold Tax Moves May Pay Off LaterThe author contends that a little change now could lead to bigger, better changes.