Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Ways to Get Millennials Out of the House
By Bryan Kuderna, CFP, LUTCFAn advisor explains how financial professionals can help young clients move ahead (and away from their parents' homes).
February 09, 2017
Trump Is Repeating Obama's Rookie MistakesLike Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.
February 07, 2017
Indexed Annuities Exemption Would Ease DOL Fiduciary BurdenWhile fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
February 06, 2017
The January Jobs Report’s Messages and ImplicationsOne implication: The data suggests the Fed likely wont be raising rates in the short term.
February 06, 2017
Focus Financial Says ‘Howdy, Partner’ to $800M RIA in TexasCFO4Life worked with LPL Financial for six years and then "felt it had outgrown LPLs model."
February 06, 2017
Trump's ethics plan is worse than you thoughtDespite promises, the President has yet to authentically distance himself from his businesses.
February 03, 2017
Number of ACA mystery tax returns fallsAbout 87 percent of filers told the IRS about their 2015 health coverage.
February 03, 2017
What DOL Delay, Dodd-Frank Rollback Mean for Wall StreetDeregulation, combined with business growth and tax reform, could lead to larger profits, analysts say.