Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
JPMorgan Embraces Family Offices, With 'Very Tailored' Advice
By Jane Wollman RusoffThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
April 30, 2024
Yellen and Republicans Spar Over Tax CutsThe Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 29, 2024
Debate: Do Taxpayers Benefit From Changes to the Saver's Credit?Starting in 2027, the credit will be replaced by a 50% matching contribution to existing 401(k)s and IRAs.
April 29, 2024
Trump Advisors Battle for Sway on Taxes, Fed PoliciesInformal advisors want a flat tax, penalties for nations that abandon the U.S. dollar and Federal Reserve reforms.
April 26, 2024
Can You Beat My Score on This Retirement Literacy Test?Put your retirement income knowledge to the test with this quiz from the American College.
April 26, 2024
Kansas House Votes to Override Veto of Income Tax Overhaul BillGov. Laura Kelly wants lawmakers to pass a cheaper tax legislation package.
April 26, 2024
New Bill Halves Estate TaxThere is some bipartisan agreement that estate tax laws should make allowances for small businesses, Jeff Bush says.