Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
March Madness: LPL’s ‘Sweet 16’ Bracket for the Market
By Janet LevauxAs the basketball bracket comes into focus, so should multiple factors influencing equities, says CIO Burt White.
March 16, 2017
The Tax Advantages of Domestic Asset Protection TrustsThe Tax Facts experts explain what domestic asset protection trusts are and advise on how to make the most out of them.
March 16, 2017
C Corp, S Corp or LLC for Breakaway Brokers? Each Has Tax ImplicationsBefore making any choices, breakaway brokers should consult an experienced tax attorney or accountant familiar with the industry.
March 15, 2017
Reintroduction of Financial Choice Act Coming in ‘Weeks’: HensarlingHouse Financial Services chairman tells Hispanic Chamber that Choice Act will throw Dodd-Frank "on the ash heap of history.
March 15, 2017
Tax Planning for Business Succession and Stock Purchase AgreementsTax Facts experts answer questions regarding regarding business succession and stock purchase agreements.
March 14, 2017
15 Most Overlooked Tax Deductions: 2017Cut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 13, 2017
Tax Executives See Tax Reform Ahead Under TrumpInternational tax planning is executives top of mind issue, BDO USA survey finds.