Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Now in the GOP’s crosshairs on Capitol Hill: the estate tax
By Warren S. HerschHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
March 24, 2017
Advising Clients on Social Security: Talking Points, Part 5This fifth and final installment will discuss Social Security provisions relating to public employees along with the taxation of Social Security benefits.
March 24, 2017
Ryan Pulls Bill to Repeal Obamacare; Says Tax Reform Now in DangerSpeaker Paul Ryan House said too many Republicans were not supporting the repeal bill.
March 24, 2017
Ryan pulls H.R. 1628, says ACA is here to stayRyan said he thinks Republicans will have an easier time with tax reform.
March 24, 2017
The Taxation of Precious Metals and CollectiblesOur Tax Facts experts answer questions on the tax treatment of these alternative investments.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 22, 2017
Succession Planning and Key Person Life Insurance: The Tax ImplicationsThe experts at Tax Facts discuss the tax and estate planning issues surrounding the death of a company's leader.
March 21, 2017
Tax Issues in Business ValuationThe experts at Tax Facts answer questions on how to value a small business.