Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why So Many People Care About the Estate Tax
By Megan McArdleSome buy your products to avoid it. Few pay it. What's all the fuss about?
May 01, 2017
Who Will Be Hurt by Trump’s Plan to End State & Local Tax Deductions?They live in high-tax counties in high-tax states that lean heavily Democratic, and they itemize their returns.
May 01, 2017
How to Avoid Extra Taxes When Clients Avoid MarriageIn the past, financial planning for unmarried couples has largely focused on LGBT couples. The decision in Obergefell v. Hodges allowed same-sex couples to have their marriages recognized by the states, but advisors may find some of their clients, gay or straight, prefer to stay unmarried for various reasons.
May 01, 2017
Former Fed Chair Bernanke Is Worried About a Dodd-Frank RollbackHe told NPR he's "very concerned about the future" if those regulations put in place to prevent another financial crisis are taken away.
May 01, 2017
Ultra-Long U.S. Bonds Can Absolutely Make Sense: MnuchinTreasury to issue refunding plans for April-June; economic growth to stay under 3% this year and next, says Mnuchin.
May 01, 2017
Trump Weighs Breaking Up Wall Street Banks, Raising U.S. Gas TaxPresident says in interview hes examining revival of 1933 law; top administration officials back return of Glass-Steagall Act.
April 28, 2017
MetLife CEO Says Industries Must Forfeit `Sacred' Tax PreferenceSteven Kandarian argues that progress requires companies to let some sacred cows expire.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.