Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Aetna's Obamacare brushback is part of the game
By Max NisenCompanies often use willingness to participate in a market as a negotiating lever, the author says.
August 11, 2016
Clinton’s Fiscal Prudence Runs Counter to Krugman’s Call to BorrowPresidential candidate promises to pay for her programs; Krugman, in contrast, backs using government-debt financing.
August 10, 2016
Trump tax plan seen as boon for rich, question mark for othersDespite much-touted benefits low-and-middle income Americans, Donald Trump's tax plan provides no details on his plans for the standard deduction.
August 08, 2016
Trump: ‘Taxes Are One of the Biggest Differences in This Race’In a Detroit speech, Donald Trump laid out his plans to cut business and personal income taxes and eliminate the federal estate tax.
August 05, 2016
Trump Names Economic Team; Few Wall Streeters in SightDonald Trump unveiled an economic team thats mostly outside the Republican, Wall Street and academic establishments.
August 05, 2016
IRS Allows Mortgage Interest Deduction for Unmarried CouplesThe decision could have far-reaching implications for many single taxpayers who co-own qualifying residences.
August 04, 2016
Treasury Proposes to Close Estate and Gift Tax LoopholeThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
August 04, 2016
How Advisors Can Get Referrals From Millionaire ClientsIt's not just about accentuating the positive; it's also about eliminating the negative, a Fidelity study says.