Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New GOP Tax Framework Includes Caregiver Tax Credit
By Allison BellThe 9-page document also calls for killing the estate tax and keeping deductions for charitable giving.
September 27, 2017
Democrats Blast Trump Tax Outline, See ‘Rothification’ of 401(k) PlansAdvocates for retirement savers had a mixed reaction to the tax reform blueprint.
September 27, 2017
Trump Will Let Congress Decide on Tax Rate for Top EarnersThe plan cuts the corporate rate to 20% and kills a trillion-dollar deduction.
September 26, 2017
Building the New Berlin Tax Wall: Treasury’s Anti-Inversion RegulationsThe analogy of U.S. corporate tax policy is the Berlin Wall, because it clearly illustrates the melding of bad policy and all-but-certain failure.
September 25, 2017
Envestnet to Acquire FolioDynamixThe deal will bring Envestnets total platform assets to nearly $2 trillion across 10 million investor accounts.
September 22, 2017
Tax-Smart Strategies to Maximize Hurricane Donation DollarsThe IRS has taken action to make it easier for clients to donate without adverse tax consequences.
September 20, 2017
Lagarde Says Trump’s Slow Pace on Tax Reform Hurts GrowthU.S. delays on tax reform and infrastructure spending could frustrate the Trump administrations efforts to almost double economic growth, IMF Managing Director Christine Lagarde said.
September 14, 2017
Would ‘Rothification’ of 401(k)s Crush Retirement Savings?There's little evidence to predict the effects of changing 401(k)s' tax treatment. But the history of IRAs tells a not-so-encouraging story.