Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Can an Algorithm Assess Investors’ Complex Financial Needs?
By Emily ZulzThe future of financial advice is bionic, CEO David Siegel of Investopedia said.
December 07, 2016
Where Charitable Giving May Head With TrumpStudies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
December 05, 2016
Year-End Tax Planning More Urgent as GOP Policy Changes LoomSince tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
November 30, 2016
Treasury pick Mnuchin says tax cuts to double U.S. growthSteven Mnuchin, President-elect Donald Trump's choice for Treasury Secretary, arrives at Trump Tower, in New York, Wednesday, Nov. 30, 2016.
November 29, 2016
Mnuchin Said to Be Trump’s Treasury PickLittle known about ex-Goldman Sachs executives currency views; billionaire investor Wilbur Ross said to be Commerce choice.
November 22, 2016
Muni Bonds Face Hit From Trump Tax Plan, Unfunded LiabilitiesTrumps plans to reduce tax rates coupled with growing unfunded pension liabilities spell potential problems for the muni market.
November 21, 2016
6 Tax-Law Time Bombs Affecting IRAsSome of these items have been in federal budget proposals for years. It may be only a matter of time before they become law.
November 16, 2016
The ‘Big Trump Rethink’ on Economy: HFE EconomistsMarkets are hoping Trump will be practical and market friendly but dont know yet if that will be the case, according to economist Carl Weinberg.