Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cruz’s tax plan seen aiding wealthy, costing $8.6 trillion
By Lynnley BrowningA new report warns that Ted Cruz' tax plan could create persistently large, and likely unsustainable, budget deficits."
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
February 09, 2016
Wall Street partners targeted for PPACA tax in budget planThe proposal would extend a Medicare net investment income tax provision.
February 09, 2016
Wall Street partners targeted for PPACA tax in budget planThe proposal would extend a Medicare net investment income tax provision.
February 09, 2016
SEC Would Add 102 New Advisor Examiners Under Obama BudgetThe budget also includes a cybersecurity action plan and several retirement planning measures.
February 09, 2016
Tax Pros Think Corporate Tax Reform Is Coming Soon: SurveyMore than half of business tax professionals expect corporate tax reform in 2018 or earlier, according to a survey by the Tax Council and EY.
February 09, 2016
Obamacare's Cadillac Tax Will Not SurviveThe Obama administration is floating a plan to scale back the unpopular tax in high-cost areas.
February 05, 2016
Your 5 best arguments for life insurance (besides the death benefit)Life insurance should be a bedrock of any serious financial, retirement or estate plan, but it is not used nearly enough.