Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House, Not Trump, Is Leading on Tax Reform
By Melanie Waddell"With all due respect to the administration, I dont see them playing as big a role" in tax reform, says William Hoagland of the BPC.
March 09, 2017
2 Tax Credits Retirement Savers Probably Don’t Know AboutAdvisors who serve younger clients especially should make sure they know about these.
March 09, 2017
Vacation Home or Rental Property? The IRS ViewpointTax Facts online experts explain how the IRS handles these deductions and what you should know for you and your clients.
March 08, 2017
Estate Planning: Life Insurance and the Gross Estate of the InsuredTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
March 07, 2017
Them’s the Tax Breaks: These Expiring Write-Offs May Not ReturnThe question of extending a wide array of temporary tax breaks is knottier than usual, warns tax law expert Barbara Weltman.
March 07, 2017
ACA premium tax credit mathRepublicans seem to want to keep the total amount of premium tax credit support about the same.
March 06, 2017
Mixing Medicare and IRAs to Build Client Tax SavingsReducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
March 06, 2017
Businesses Salivate Over Trump’s Tax Ideas, but Will They Happen?Theres been a lot of talk in Washington concerning pro-business tax cuts. What happens, and what it means to investors, remains to be seen.