Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
No Sweeping Tax Reform, Infrastructure Spending Ahead: Pimco Exec
By John GittelsohnChief Investment Officer Dan Ivascyn predicts muted Trump reforms, shares concerns over global fiscal, monetary and political uncertainty.
May 31, 2017
When Life Insurance Isn’t a Lifetime InvestmentWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 26, 2017
10 Big Tax Expenditures and How They’ve ChangedSome help your clients more than others. All compete for budget lifeboat space.
May 26, 2017
‘Mnuchin Rule’ Against Wealthy Tax Cuts Comes Back to Bite HimOne flashpoint is the effort to repeal the 3.8% Affordable Care Act net investment tax.
May 18, 2017
CEOs Push House Panel for Corporate Tax CutsIn the Ways and Means Committee's first hearing on tax reform, the divisions between Republicans and Democrats were evident.
May 18, 2017
Beware the Working Retirement Tax PenaltyThe question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
May 17, 2017
Amy Florian — Leading Through Loss: The 2017 IA 25Amy Florians road to becoming an expert on grief and transition started with her own loss.
May 17, 2017
Wall Street Weighs In as Comey Memo Controversy Roils MarketsAnalysts say deepening turmoil could further delay policymaking; caution advised given Trumps weathering of political storms.