Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cornyn Says Senate to 'Start From Scratch': Tax Debate Update
By Laura Litvan, Steven T. DennisThe Tax Cuts and Jobs Act bit fight over in Ways & Means might just be the appetizer.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
November 02, 2017
Powell Pledges to Pursue Fed’s Employment, Inflation GoalsTrumps pick for Fed chair says hell retain the Feds tradition of monetary policy independence.
November 02, 2017
GOP Tax Plan Spares 401(k)s, Targets IRAsWhile retirement savings provisions look to be unaltered, the bill eliminates the recharacterization of IRA contributions.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.
November 01, 2017
House GOP Delays Tax Bill Release Until ThursdayRelease of the House GOP tax bill that was scheduled for Wednesday has been moved to Thursday.
October 31, 2017
Senate Democrats Rip GOP Tax Limits on 401(k)s, Offer Their Own PlanDemocrats "have been slack-jawed at the idea that they [GOP lawmakers] just cannot keep their hands off your 401(k), said Sen. Ron Wyden.