Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
TurboTax and CPAs: Lessons for Planners on Robo-Advisors
By Angie HerbersOur view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
September 17, 2015
Can Tax Reform Save Retirement?Americans especially those sandwiched between aging parents and college-aged kids need help in saving for retirement, FSR says.
September 14, 2015
Roth IRA Conversions: Silver Lining to Market DownturnsPaying attention to market swings can allow your clients to take advantage of benefits that, in some cases, can only be produced by careful timing.
September 11, 2015
Senate Finance Takes Up Bill to Thwart Tax ID FraudThe committee plans to mark up a bipartisan bill to help stop identity thieves from fraudulently claiming tax refunds.
September 11, 2015
Jeb Bush tax plan leaves some of the biggest breaks untouchedJeb Bush's proposal to reduce taxes by $3.4 trillion over a decade leaves untouched tax breaks for health care, retirement and life insurance.
September 11, 2015
Jeb Bush tax plan leaves some of the biggest breaks untouchedJeb Bush's proposal to reduce taxes by $3.4 trillion over a decade leaves untouched tax breaks for health care, retirement and life insurance.
September 02, 2015
What advisors need to know about in-plan Roth accountsUnderstanding the differences between in-plan and traditional Roth IRA accounts is increasingly important for advisors.
September 02, 2015
IRS Budget Cut Opens Door for Cyberattacks, Tax Cheats: Sen. WydenWyden, ranking member of the Senate Finance Commitee, asks the IRS commissioner to make his case against a $470 million budget cut.