Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed Fund
By Bernice NapachFrank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
May 05, 2017
Senate ACA Replacers May Tap Medicare Surtax and Net Investment TaxFully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
May 05, 2017
David Gergen Handicaps the Republican AgendaThe former presidential advisor says passage of a health care bill will clear the way for smaller than expected tax cuts and deregulation.
May 05, 2017
JPMorgan’s Kelly: Trump’s Tax Plan Faces RoadblocksThe chief global strategist also says the U.S. has a "bumper-lane economy."
May 05, 2017
Americans to Trump: Your Tax Returns First, Then ReformAmericans in a Florida Atlantic University poll are unconvinced by the presidents tax plan.
May 04, 2017
Envestnet Announces Its First Essential Advisor AwardsThe awards coincide with the launch of its Essential Advisor Certification program.
May 03, 2017
Strike Three: Is Index Investing Really a Swing and a Miss?Let me say right up front that I loved Moneyball. Its the ultimate revenge of the nerds story.
May 03, 2017
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 DaysMeanwhile, tax experts see potential for damage to nonprofits in White House tax plan.