Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Passes U.S. Spending Bill to End Crude Oil Export Ban
By Billy House, Erik WassonThe plan also revives dozens of expired tax breaks while making some permanent.
December 14, 2015
DOL Fiduciary Rule, Tax Extenders Hang in Balance as Spending Bill Deadline LoomsThis week is the "most crucial" for Washington this year as a trifecta of events converge, says investment strategist Greg Valliere.
December 14, 2015
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and HarvestingAs 2015 nears its end, these two action items should be on every advisors list.
December 11, 2015
LTCI Watch: The caregiving councilCreating the council seems like a lovely idea. But the council needs a financial services professional.
December 10, 2015
These 5 tax facts will maximize year-end savings for your clientsIntelligent year-end tax planning can generate welcome tax savings for clients not just on 2015 returns, but in future years, as well.
December 10, 2015
These 5 tax facts will maximize year-end savings for your clientsIntelligent year-end tax planning can generate welcome tax savings for clients not just on 2015 returns, but in future years, as well.
December 10, 2015
5 Tax-Savings Steps to Take Before Year-EndTime is running out for these tax savings, so remind clients to take action when appropriate but before Dec. 31.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.