Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Old Student Debt Can Haunt Social Security Benefits, but New Bill Offers Help
By Melanie WaddellBill by Democratic senators would repeal change in law that allowed earned benefits to be garnished to collect federal debts, like student loans.
April 27, 2017
Tax Cuts to Happen in ’17, but Not Reforms: Andy FriedmanAlso at the Raymond James conference, CEO Paul Reilly says cuts could benefit some advisors doing business as S Corps and LLCs.
April 26, 2017
Trump Tax Proposal to Include Estate Tax RepealGary Cohn says the proposal will keep charitable giving and retirement savings incentives.
April 26, 2017
White House Unveils Trump’s First Tax-Cut Bid, Corporate Rate of 15%Tax plan calls for shift to territorial system for companies; top individual tax rate would be cut to 35% from 39.6%.
April 26, 2017
Trump’s 15% Business Tax Seen as ‘Gambit’ as He Unveils PlanThe 15% tax would apply to corporations and pass-through entities, which could create an incentive for some to create such entities for tax purposes.
April 24, 2017
How Trump's Tax Proposal Could Affect the Muni Bond MarketCuts in marginal personal and corporate income tax rates and the elimination of the state and local tax deduction from federal taxes could affect munis.
April 24, 2017
Are IOVAs the Future of Variable Annuities?While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
April 24, 2017
This Is the Basic Tax Rule for Annuity PaymentsTax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."