Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
We Can Stop Advisor Industry Churn: Orion CEO
By John ManganaroNew technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.
June 18, 2024
Trump's Tariff Plans Have Inflation Risk: David McCormickThe ex-CEO of Bridgewater and Senate candidate also blames high prices on Biden's spending and other policies.
June 14, 2024
Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers"This is really dangerous stuff," the former Treasury secretary, a Democrat, says.
June 13, 2024
Trump Floats Tariff Hikes to Offset Some Income Tax CutsTo extend some tax cuts expiring in 2017, the candidate is also considering reductions in the state and local tax deduction.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 10, 2024
What If the Flat Tax Makes a Comeback?Michael Burgess put it in H.R. 1040. Now, Steve Forbes wants Donald Trump to adopt it.
June 07, 2024
Trump Tax Cut Renewal Is Winning Wall Street Despite $4.6T Price TagMany conservatives say the cuts will pay for themselves, but independent analyses show that has not happened.