Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Most Americans Say Tax System Is Unfair: Pew Research
By Bernice NapachBut at the same time, the majority say their personal tax burdens are not.
April 13, 2017
Trump's Health Care Obsession Will End in Tax Reform TearsEven for many companies involved with health care, tax laws may matter more than the ACA.
April 12, 2017
Sens. Warren, Sanders Push Bill for Free Tax FilingThe Tax Filing Simplification Act would require the IRS to develop a free, online tax preparation and filing service.
April 11, 2017
Don't Mess Around With Government PensionsSometimes, the author says, the boring, technical stuff really matters.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 10, 2017
Navigating the Maze of Variable AnnuitiesTax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
April 08, 2017
Fewer Early Tax Filers Pay ACA Penalty on UninsuredThe government paid insurers $6.1 billion to keep 1.7 million of the early filers covered in 2016.
April 06, 2017
How to Avoid Extra Taxes When Clients Avoid MarriageEstate planning for unmarried couples requires an "individualized and resourceful approach."