Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Pledges to Cut Regulations by 75%, Will Face Hiccups in Congress
By Melanie WaddellTrump can "undermine" Dodd-Frank through "more lenient regulation and enforcement," Andy Friedman notes.
January 20, 2017
The Roth annuity: a bright star in annuity investingFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 19, 2017
IRS Probe of Bitcoin Accounts Sparks Legal ShowdownSan Francisco digital currency company Coinbase Inc. is challenging an IRS request for information about customers.
January 19, 2017
Flat Fees in the UK: Different Country, Same Lame ArgumentsExploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
January 18, 2017
Get ready to pay $500 more in Social Security taxesMillions of Americans will soon see a tax increase due to an automatic adjustment to their payroll deduction.
January 18, 2017
Get ready to pay $500 more in Social Security taxesMillions of Americans will soon see a tax increase due to an automatic adjustment to their payroll deduction.
January 16, 2017
Republicans Will Find Corporate Tax Reform Isn't That EasyTax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details.