Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Investors Beware: Tax ‘Volatility,’ Regulatory Upheaval on Horizon
By Melanie WaddellFriedman and Valliere look at changes in retirement, tax, entitlement and investing policies coming in 2017.
December 16, 2016
The Future of Financial Advice: ‘Judgment Day’ or ‘Rise of the Humans’?A CFP Board white paper explores the future effects of digital advice on the financial planning profession.
December 16, 2016
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax CutsCEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?
December 13, 2016
Don't Lower Corporate Taxes. Abolish Them.Business-friendly governments in the U.S. and the U.K. should eliminate corporate levies and just tax personal income and consumption.
December 13, 2016
McConnell, warning of ‘dangerous’ debt, wants tax cut offsetsHe says the Senate will work on replacing the ACA immediately after repealing it.
December 13, 2016
McConnell, warning of ‘dangerous’ debt, wants tax cut offsetsHe says the Senate will work on replacing the ACA immediately after repealing it.
December 09, 2016
Blucora, HD Vest to Add Robo-ServicesSome 5 million TaxAct clients will soon have access to the Financial Guard platform but can opt to work with FAs instead.