Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
GRAT Valuation Discounts Disappearing Soon
By Robert Bloink, William H. ByrnesClients have a short window to use valuation discounts for transfers of interest in family businesses under Treasurys current rules.
September 06, 2016
In Normal Campaign Season, Candidates Could Have Tax DebateBoth Clinton and Trump evade some specifics, but there's enough for a substantive debate.
September 02, 2016
‘Too Many Wildcards’ to Call Clinton, Trump Election: ValliereGreg Valliere sees beginnings of serious dialogue on tax reform as well as infrastructure issues in the new Congress.
September 02, 2016
Alarm Raised Over Treasury Push to Close Estate Tax ‘Loophole’Law firms and wealth managers are warning clients that a significant estate planning technique could be lost.
September 02, 2016
1031 Real Estate Exchanges: A Quick PrimerThis strategy continues to attract interest as a method for deferring taxes on a property transaction, but it can be daunting for the first timer.
August 29, 2016
The No-Taxes Retirement Plan Distribution StrategyThere is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
August 22, 2016
Morning or Midnight in America? 9 Questions for the Presidential CandidatesTFC Financial's Dan Kern raises some questions hed like Donald Trump and Hillary Clinton to answer and concerns about their potential presidencies.
August 18, 2016
Back-to-School Tax Scams on the Rise: IRSIRS is warning of telephone scammers targeting students and parents demanding payments for nonexistent taxes, such as the Federal Student Tax.