Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 10 Tax, Estate Planning Issues for Same-Sex Couples
By Michael S. FischerToday, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history, says lawyer John McManus.
July 08, 2016
7 must-know new ACA tax administration factsSome people got 1095-A exchange tax forms just because they contacted an exchange.
July 08, 2016
7 must-know new ACA tax administration factsSome people got 1095-A exchange tax forms just because they contacted an exchange.
July 08, 2016
Video: ACA hearing witness says Congress is ‘under literal siege’Morton Rosenberg says a 1984 Justice Department ruling has crippled lawmakers' oversight authority.
July 08, 2016
15 Worst US Cities for Retirement: 2016Some cities, even those loved by younger residents, make life difficult for retirees or just don't have much to offer them.
July 07, 2016
EU seeks to fill tax-avoidance gaps in wake of Panama leaksThe European commission unveiled anti tax-avoidance measures just weeks after the Panama leaks hit the media.
July 07, 2016
EU seeks to fill tax-avoidance gaps in wake of Panama leaksThe European commission unveiled anti tax-avoidance measures just weeks after the Panama leaks hit the media.
July 07, 2016
One year after landmark court case, financial picture for LGBT people is mixedMacroeconomic challenges confronting Americans explain in part the financial concerns of the LGBT community.