Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Tax Reform Plan Could Roil Small-Business Retirement
By William H. Byrnes, Robert BloinkWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 02, 2017
With Future Uncertain, Bitcoin Is a GambleThe IRS allows self-directed IRAs to invest in certain physical assets and property if theyre held by an approved custodian.
October 01, 2017
Beyond the Roth IRA: Life Insurance for Tax-Free Retirement IncomeYour clients should be worried about more than just the risk of outliving retirement savings; a myriad of taxes even in retirement can eat away at a person or couples assets.
September 29, 2017
GOP Framework Would Raise Taxes for Many of Your ClientsAnalyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
September 29, 2017
Broad Strokes of Tax Reform Released in GOP FrameworkThe GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
September 29, 2017
Senate Budget Won't Allow Full ACA DefundingRepublicans intend to use the budget resolution to push through as much as $1.5 trillion of tax cuts in the coming months.
September 28, 2017
What GOP Tax Outline Means for Advisors and ClientsThe broad outline excludes details, but still there are items that advisors should start thinking about.
September 28, 2017
Tax Reform Is Coming. But First ...The GOP tax outline will probably see plenty of changes, but markets will like the final outcome, says Greg Valliere of Horizon Investments.