Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Pledges to Restore SALT Write-Off, Tax Break He Curbed
By Gregory KorteTrump posted before a campaign stop on Long Island that he would "get SALT back," without providing details.
September 11, 2024
What the IRS Manual Tells Staffers About Life and AnnuitiesWhen agency bill collectors come calling, they hope to find sources of "collection potential."
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
September 06, 2024
Latest IRS Sweep of Wealthy Tax Cheats Has Recovered $172M So FarThe campaign targets high-earning taxpayers who have missed one or more tax returns since 2017.
September 06, 2024
Voters Love No Tax on Tips, But Split Over $25K Housing HelpTrump's pledge to eliminate federal taxes on Social Security benefits was the most popular of the six economic proposals surveyed.
September 05, 2024
IRS Seeks Feedback on Saver's Match Under Secure 2.0The agency and the Treasury Department want comments on all aspects of the retirement account contributions.
September 05, 2024
Trump Vows 15% Corporate Tax, Taps Musk for Federal AuditBoth Trump and Harris are ramping up their economic messaging to court swing-state voters as well as business executives.
September 04, 2024
North Dakota to Vote on Eliminating Property TaxesThe ballot measure might sound appealing but "could come back to haunt North Dakotans," the Tax Foundation says.