Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
LPL Checks In on 3 Trump Trades
By Emily ZulzLPLs Burt White says recent underperformance likely reflects some loss of confidence in the Trump agenda.
April 04, 2017
Save Our Savings Coalition Launches in Face of Tax ReformGroups worry that the tax incentive for retirement plans will be reduced.
April 04, 2017
What Are Taxes on a Lump Sum Payout of an Annuity?Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
April 03, 2017
Senators Float Bill to End Tax Write-Offs for Corporate FinesGovernment Settlement Transparency & Reform Act would close a loophole allowing corporations to reap tax benefits from payments made to resolve allegations of illegal conduct.
March 30, 2017
Back to Tax Basics: Review the Cost BasisAdvisors and investors should focus on this critical measure to help save money (and time) spent on taxes.
March 28, 2017
Bull Market Not Over but ‘Broader Correction’ Coming: Bob DollDespite concerns about Trump's pro-growth agenda, there are solid economic fundamentals and optimism to support it, the strategist says.
March 28, 2017
IRS Issues Excise Tax Relief Related to DOL Fiduciary RuleThe guidance syncs IRS enforcement of excise tax rules on prohibited transactions with DOL's temporary enforcement policy.
March 27, 2017
Now in the GOP’s crosshairs on Capitol Hill: the estate taxHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.