Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who Pays the Dreaded AMT?
By Melanie WaddellThe Tax Foundation analyzed who gets hit by the Alternative Minimum Tax, which all the presidential candidates except Clinton want to abolish.
March 11, 2016
Gift Taxes and Paying for CollegeIn 2016, the exclusion amount is $14,000 per recipient or $28,000 per recipient if a married couple splits the gift.
March 11, 2016
4 Key Tax Questions About Casualty and Theft Loss DeductionsAs part of ThinkAdvisors Special Report on tax planning, weve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.
March 11, 2016
Mark Your Calendars: Key Tax Planning, Filing Dates in 2016Sure, you know the federal filing deadline is April 18 this year, but do you know what happens on April 1? Or on April 19?
March 10, 2016
Four Republican candidates, four big mythsBringing jobs back to the U.S. or using the gold standard are some of the myths being repeated by presidential candidates today.
March 10, 2016
Four Republican candidates, four big mythsBringing jobs back to the U.S. or using the gold standard are some of the myths being repeated by presidential candidates today.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 10, 2016
Tax Anxiety Is High for Tech CFOsExecutives at technology firms cite high corporate tax rates as a significant challenge to their global competitiveness, according to a new report.