Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Your 5 Best Arguments for Life Insurance (Besides the Death Benefit)
By Ed SlottLife insurance should be a bedrock of any serious financial, retirement or estate plan.
August 15, 2017
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?Working while claiming Social Security may be common but so are complications, which magnify the advisors role in providing guidance.
August 14, 2017
Inaction in Washington Weighing on Economy: S&PDashed expectations for tax reform and massive infrastructure spending plus the upcoming debt ceiling debate are limiting growth prospects.
August 10, 2017
Taxpayers Prefer Roth Retirement Plans: StudyThey might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.
August 10, 2017
529 College Plans and Taxes: The Basics and Then SomeFind out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
August 09, 2017
IRS: Watch Out for 'Tax-Savvy' Phishing Scams Ahead of Oct. 15Cybercriminals send emails about "software updates" to try and get info on taxpayers and commit fraud.
August 08, 2017
Tax Credit Boost Could Increase Small-Business Retirement Plans: LPLLPL surveyed 791 small businesses with 25 to 99 employees to find out how to increase access to retirement savings.
August 07, 2017
Senate Dems Float LGBTQ Tax Rights BillThe bill removes gender-specific references to marriage in the tax code.