Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Raymond James Misses Estimates, Despite Strong Recruiting
By Janet LevauxThe firm is in the process of acquiring some 200 Alex. Brown advisors from Deutsche Bank.
January 15, 2016
Clinton’s Estate Tax Plan Doesn’t Address Her Own Tax PlanningThe Clintons would be liable for higher estate taxes under Hillary's proposal to increase taxes on high-income taxpayers.
January 13, 2016
A Break for Small BusinessCongress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spendingmaybe even yours.
January 13, 2016
Clinton’s estate tax plan doesn’t address her own tax planningThe Clintons' residence trusts could save the couple hundreds of thousands of dollars in future estate taxes.
January 12, 2016
Oops: IRS Wrongly Gave Tax-Exempt Status to Many EZ FilersA Taxpayer Advocate study found that 37% of 501(c)(3) groups that had filed the shortened IRS form didn't satisfy the required organizational test.
January 07, 2016
Clients’ tax refunds may take longer, but at least they’ll get themThis tax season will see revamped fraud-sniffing programs used by the IRS, states, and the tax prep industry.
January 06, 2016
Clinton's Shrewd Plan to Stop InversionsPolitical campaigns are not generally known as ideal laboratories for devising sensible, innovative policies. Yet Hillary Clintons proposals to combat corporate inversions are just that.
January 06, 2016
View: Closing tax 'loopholes' would choke middle classSome of the real "bad guys" are employer-sponsored health and pension benefits.