Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Families Saving More for College but Underestimating Costs: Fidelity
By Bernice NapachFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 11, 2017
Dimon Says Time to ‘Get It Done’ on Modernizing Tax CodeA corporate tax cut could create 2 million new jobs, the JPMorgan chief says.
October 10, 2017
Trump Says He’ll Adjust His Tax Plan in Next Few WeeksTrump didnt specify what kind of changes he expects to make to the plan, which has been criticized for adding to the budget deficit.
October 09, 2017
Think 7% Returns Are Coming Back Anytime Soon? Think Again.Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 06, 2017
GOP Tax Plan Won’t Do Much for Economy: Moody’sIt's a "boon for business, a wash for individuals" and does little to boost growth, says Moodys analyst Mark Zandi.
October 06, 2017
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep ItSusan Collins of Maine could be another Republican friend of the tax.
October 06, 2017
Tax Reform Fight Flares at House CHIP HearingA New Jersey Democrat says Republicans waive budget discipline rules when it suits them.
October 05, 2017
Koch-Backed AFP Targets At-Risk Democrats for Tax Plan SupportThe first targets are Tammy Baldwin, Joe Donnelly and Claire McCaskill.