Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
GMO's Grantham: Raise Taxes on Capital and the Rich
By Bernice NapachJeremy Grantham discusses why Trump's plan to cut taxes is bad policy in the long term, though not in the short term.
January 30, 2017
Business succession planning and the buy-sell agreementA buy-sell agreement can provide business shareholders or co-owners with options.
January 30, 2017
Business succession planning and the buy-sell agreementA buy-sell agreement can provide business shareholders or co-owners with options.
January 30, 2017
How to Minimize Pricey Medicare SurchargesModerate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the clients total Medicare bill in 2017.
January 26, 2017
Cadillac plan tax math may shape ACA attackA benefits compliance specialist says he thinks the current Affordable Care Act battle could threaten the federal income tax exclusion for employer-sponsored group health premiums.
January 26, 2017
Cadillac plan tax math may shape ACA attackA benefits compliance specialist says he thinks the current Affordable Care Act battle could threaten the federal income tax exclusion for employer-sponsored group health premiums.
January 25, 2017
House GOP Pledges to ‘Bust Up’ IRS in Tax PlanThere are three pillars to the GOP tax plan, including "busting up" the "huge, unaccountable IRS," Ways and Means Chair Kevin Brady says.
January 24, 2017
Latta kicks off 2017 estate tax fightH.R. 451 would repeal Chapter 11 of the Internal Revenue Code.