Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers
By Christopher Anstey"This is really dangerous stuff," the former Treasury secretary, a Democrat, says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 10, 2024
What If the Flat Tax Makes a Comeback?Michael Burgess put it in H.R. 1040. Now, Steve Forbes wants Donald Trump to adopt it.
June 07, 2024
Trump Tax Cut Renewal Is Winning Wall Street Despite $4.6T Price TagMany conservatives say the cuts will pay for themselves, but independent analyses show that has not happened.
June 06, 2024
Two Exceptions to FTC's Non-Compete BanThere are limited exceptions to the ban, which is effective Sept. 4.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 06, 2024
Debate: Should Republicans Fast-Track Renewal of the 2017 Tax Cuts?Republicans in Congress are preparing a push to renew the cuts with a simple majority, using budget reconciliation.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.