Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes Set to Rise — And Fall — in These States Starting July 1
By Bernice NapachIn just a few days, tax rates will be rising in four states, falling in one and doing both in others.
June 25, 2017
Stock Buybacks Are Plummeting. Should Investors Worry?With less support from buybacks, companies will have to make money the old-fashioned way, says analyst Howard Silverblatt.
June 22, 2017
Political Uncertainty Looms High on REITs’ RadarForty-four percent of the largest publicly traded REITs cite risk factors related to the Trump administration in their latest 10-Ks, a study finds.
June 20, 2017
Paul Ryan Wants to Pass Massive Tax Reform This YearIn a speech before the National Association of Manufacturers, Ryan said he was moving ahead on "transformational tax reform."
June 20, 2017
Kudlow to Trump: Push Tax Cuts Now — or ElseThe CNBC host and informal Trump advisor tells ThinkAdvisor that failure to pass corporate tax cuts this summer could have broad ramifications.
June 19, 2017
Senate Finance’s Hatch Seeks Public Input on Tax ReformSenate Finance Committee Chair Orrin Hatch is seeking public input on how Congress should improve the tax code.
June 19, 2017
Schwab, LPL Mid-Year Outlooks: Beware, Goldilocks AheadA review of mid-year outlooks from several major financial firms reveals caution about expectations and risks but no recession or market crash.
June 08, 2017
Fiduciary Rule Readiness Check: June 9 Effective DateWith the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.