Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Break for small business that might do some good
By Barry RitholtzHidden in the back of the big omnibus bill that passed just days before Congress broke for the holidays was an important new change in the tax laws.
December 30, 2015
View: Sanders' and Clinton's fake middle classCan the top Democratic contenders really pay for their programs just by "taxing the rich"?
December 30, 2015
Advisor Future Shock: Rising to the Robo ChallengeFuturists dont know any more about the future than anyone else, said Alvin Toffler, but good ones know a lot more" about the present.
December 30, 2015
Can Muni Bonds Outperform Again in 2016?After municipal bonds outperformed in 2015, the key for munis in 2016 (besides default risk) is when and how much long-term rates rise.
December 29, 2015
14 Tax Changes in PATH Bill End Uncertainty for Many PlannersLaw ends years of uncertainty on everything from charitable giving to small business incentives and puts off new taxes as well.
December 29, 2015
FPA NexGen President's Goal: Help Women Succeed as PlannersPlanner Rianka Dorsainvil is 'very optimistic' about the number of women and minorities entering the profession, but she's a millennial as well.
December 28, 2015
Tax-exempt hospitals face payments to host towns in New JerseySome lawmakers want the hospitals to "contribute" $2.50 per bed per day.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.