Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Warns of Obamacare ‘Tax Bill’ Fraud; Names Private Tax Collectors
By James J. GreenAgency issues warning on fraudsters sending ACA fake tax bills by email; reveals four private tax collectors under FAST Act.
September 20, 2016
On NAIFA’s plate: tax reform, SEC rule, state retirement plansIf Republicans take control of the White House and both houses of Congress in November, it will be a lot easier to advance tax reform, says NAIFA's Judi Carsrud.
September 19, 2016
Paul Ryan: What to Expect if Trump Wins, GOP Controls CongressHouse Speaker Paul Ryan discusses six agenda items Republicans would pursue if the party retains control of Congress and wins the presidency.
September 16, 2016
Where Trump, Clinton Stand on Key Tech, Innovation IssuesAn IT foundation found much to like in both candidates general tech positions, but one has been more assertive on innovation.
September 16, 2016
Sen. Wyden Proposes Capping Contributions to ‘Mega’ IRAsProposed legislation would limit contributions to mega IRAs and help employers contribute to younger workers 401(k)s while they pay off student debt.
September 16, 2016
Double Taxation for Your Clients: The Highest RiskThe exposure comes when clients exercise non-qualified, granted company stock optionsnot incentive stock options.
September 15, 2016
The Right Ways Advisors Can Help Grieving ClientsProviding compassionate yet informed support to grieving clients is not only the right thing to do, it will help grow your practice, said Amy Florian.
September 15, 2016
Elizabeth Warren Has Five More Bad IdeasSome of Warren's ideas could have consequences counter to what she says her goals are: helping workers, raising incomes and ensuring the system is fair.