Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Think FATCA Requirements Only Apply to Foreign Entities? Think Again
By Carlos A. SomozaU.S. individuals and entities with foreign financial assets may be required to file Form 8938 with the IRS.
July 24, 2015
Jeb Bush's struggle to say what he means continuesBush and some Democrats disagree about whether he's proposed replacing Medicare.
July 22, 2015
Senate Panel Extends More Than 50 Tax BreaksSen. Orrin Hatch says the package includes widely supported tax provisions and will provide some certainty in the tax code for the next two years.
July 13, 2015
IRS, Treasury Close Alt Investment Tax LoopholeSen. Ron Wyden applauds the move to "bring the hammer down on these basket options once and for all."
July 08, 2015
Tax Working Groups Submit Reports to Senate FinanceThe Senate Finance Committee's five bipartisan tax writing working groups submitted their reports Wednesday to the committees leaders on ways to reform the tax code.
July 07, 2015
The case for skipping the 401(k)-to-IRA rolloverThere are important scenarios in which an IRA rollover is not the best move when changing employers.
July 07, 2015
The case for skipping the 401(k)-to-IRA rolloverThere are important scenarios in which an IRA rollover is not the best move when changing employers.
July 06, 2015
HD Vest on Track to Add 620 Advisors in 2015The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.