Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Treasury, IRS Seek to Clarify Same-Sex Marriage Tax Rules
By Melanie WaddellThe proposed rules provide more clarity on same-sex couples tax treatment in light of two Supreme Court decisions.
October 20, 2015
EBSA updates stop-loss asset treatment rulesStop-loss policies can be an employer asset even if workers help pay for self-funded medical coverage, an official says.
October 20, 2015
3 ways the 8962 PPACA tax form update could drive your clients crazierSome may wish they could file it in the "void box." (But that's not what the void box is for.)
October 19, 2015
Top Portfolio Products: CNL and KKR Form Business Development CompanyMeanwhile, Eaton Vance's Parametric unit added factor investing strategies.
October 15, 2015
Let’s Just Give Up on Taxing Big CorporationsArent there better ways to use trillions of dollars than to have them invested in the markets on behalf of a few dozen firms shareholders?
October 14, 2015
Indie HD Vest Bought by Blucora, Maker of TaxACT, for $580MThe online tax prep firm, formerly known as InfoSpace, hopes to boost business by aligning with the accountant-heavy independent BD, which has about 4,500 reps.
October 14, 2015
52 Groups Press Senate to Close Carried Interest Tax LoopholeClosing the carried interest loophole could help pave the way for a budget deal, groups tell Senate leaders
October 14, 2015
Bottom Line: Is Financial Planning Really the Key to Reaching Client Goals?In the 40-year history of the profession, no one has ever collected fees for financial planning without including investment advice of some kind or another. And its not because we consumers dont understand financial planning.