Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Republicans Need a Tax Plan for 2017, Not 1981
By Ramesh PonnuruThe conservative Weekly Standard warns Republicans not to design a tax reform patterned on the one that Reagan signed in his first year as president.
September 12, 2017
The Declining Fiscal Health of America’s CitiesMunicipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 12, 2017
After-Tax 401(k) Contributions: How Do They Stack Up?Most clients dont fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
September 11, 2017
Trump Debt Limit Deal Undermines Trust Among GOP on Tax OverhaulDemocrats might be happy, but Republicans control the path to the House and Senate floor.
September 11, 2017
Required Minimum Distributions and an Account Holder’s DeathIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
September 08, 2017
Ryan Bears Brunt of GOP Anger on Trump's Deal With DemocratsThe 90 House members who voted against a temporary spending and debt ceiling package today are Republicans.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.