Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump’s Plan Aims to Repeal Estate Tax, AMT
By Melanie Waddell, Danielle AndrusTrump needs to iron out some details of his tax plan with House GOPs plan; with size being the obvious difference, says Tax Foundation.
November 08, 2016
15 U.S. Companies With Highest Tax Rates: 2016The average overall tax rate that S&P 100 companies pay is around 28%, but many pay at higher rates
November 07, 2016
Friedman, Valliere Predict Election Results for President, CongressTrump will likely not concede to a Clinton victory, which will cause market volatility to reinsert itself, says Andy Friedman.
November 02, 2016
The State of Retirement for Small Business Owners: Not Good, Says BMOThree-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
October 31, 2016
Make IRS.gov your friendTo be the best insurance and financial professional possible, you need access to accurate and dependable information.
October 31, 2016
Make IRS.gov your friendTo be the best insurance and financial professional possible, you need access to accurate and dependable information.
October 26, 2016
On the Ballot: Key State and Local Tax ProposalsIn several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
October 25, 2016
Valliere: Zero Chance of Tax Hike if GOP Retain HouseA President Clinton would have an innocuous effect over all on the markets, though positive for defense stocks; negative on pharma.