Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
By Robert Bloink, William H. ByrnesRetirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
September 29, 2015
Carl Icahn Warns America: ‘Danger Ahead’In self-produced video, Icahn compares Trump to Teddy Roosevelt, Wall Streets ethics (unfavorably) to the Mafias and low interest rates to a mystery medicine.
September 27, 2015
10 States With Most Unfair TaxesResidents in these states may be paying much more or a lot less than their fair share.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 25, 2015
The Rich Are Different. They're Better Investors.New research shows that differences in investing skill may be a factor behind the rise in inequality.
September 23, 2015
Top 10 States With Fairest TaxesWalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.
September 22, 2015
Chicago faces record tax increase as pensions compound deficitChicago's tax increase marks the biggest step yet by Emanuel to shore up the finances of the third-largest U.S. city.
September 21, 2015
IRS Removes a Tax Barrier to Impact Investing for FoundationsA foundation's mission-related investments shouldnt automatically be taxed, the IRS says.