Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
PATH Act: New Tax Rules for Businesses for 2015 Returns, 2016 Planning
By Sidney KessThe PATH Act, signed into law on Dec. 18, contains more than 100 tax provisions. Here is a roundup of the key provisions for businesses.
March 09, 2016
From Clinton to Trump: The tax plans of 5 presidential candidatesThe Tax Foundation has laid out how the presidential candidates will handle tax reform.
March 09, 2016
A Retirement Cost Reality Check, in 4 ChartsClients must prepare for longer lives with lower portfolio returns and rising costs, Katherine Roy and Anne Lester of J.P. Morgan Asset Management say.
March 08, 2016
Closing Tax ‘Loopholes’ Would Choke the Middle ClassAlmost all of the money lost to tax expenditures goes to you, Mr. or Ms. Middle American.
March 07, 2016
The IRS’ Gifts to the Real Estate OwnerCongress has carved out a number of tax code benefits for the real estate industry.
March 07, 2016
Sanders tax plans seen raising $15.3 trillion over 10 yearsSanders's proposals for sweeping tax hikes on businesses and individuals could "substantially reduce incentives to save and invest in the United States," a new study says.
March 07, 2016
Sanders tax plans seen raising $15.3 trillion over 10 yearsSanders's proposals for sweeping tax hikes on businesses and individuals could "substantially reduce incentives to save and invest in the United States," a new study says.
March 07, 2016
5 Key Questions on Taxation of Mutual Fund DividendsThinkAdvisor has partnered with Tax Facts Online, its ALM sister service, to take a deeper dive into tax issues in a convenient Q&A format.