Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Uncertain Outlook for Muni Bonds in 2017
By Bernice NapachThe municipal bond market may have a lot more to worry about than just rising interest rates next year.
December 28, 2016
It’s 2017. The IRS Just Changed Your Clients’ Tax BracketsIn its annual bid to avoid bracket creep for taxpayers, the IRS has issued its new tax brackets and thresholds for 2017.
December 27, 2016
The Risks & Rewards of ESG-Based Investing: FinkeA March 2016 Gallup survey found that 64% of Americans are either worried a great deal or a fair amount about climate change, up from 51% in 2011.
December 27, 2016
Democrats plotting ‘collision course’ with Trump’s tax planOne flashpoint could be a 3.8% Affordable Care Act investment-income tax.
December 27, 2016
Democrats plotting ‘collision course’ with Trump’s tax planOne flashpoint could be a 3.8% Affordable Care Act investment-income tax.
December 27, 2016
Widespread tax, regulatory easing on horizon under TrumpAs the Donald Trump administration and a new Congress take control in Washington, advisors can expect widespread easing of the regulatory reins around such areas as retirement, tax and investing policies.
December 27, 2016
Widespread tax, regulatory easing on horizon under TrumpAs the Donald Trump administration and a new Congress take control in Washington, advisors can expect widespread easing of the regulatory reins around such areas as retirement, tax and investing policies.
December 22, 2016
Lawyers for Wealthy Await Trump’s Estate Tax PlanDespite Trumps vow to end the tax, trust and estate professionals dont appear panicked that a revenue stream is about to dry up.