Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How New IRS Annuity Rules Could Cause Confusion
By Allison BellAn insurer group worries about how RMDs will change for people who annuitize just some of their assets.
September 23, 2024
Yes, Your Small-Business Clients Still Must File FinCEN ReportsDespite a court ruling, the Corporate Transparency Act remains in effect for most businesses, with penalties for noncompliance.
September 23, 2024
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?After 2025, the expansion of the premium tax credit will expire unless Congress acts.
September 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 17, 2024
House OKs Steeper Penalties for Leaking Tax DataThe Taxpayer Data Protection Act comes after the pilfering of data on Donald Trump and other billionaires.