Tax Deductions
News updates about tax deductions advisors should consider for their clients.
15 Most Overlooked Tax Deductions: 2017
By Michael S. FischerCut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.
January 05, 2017
4 Tax-Planning Tips for a Fiscally Healthy 2017While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
January 04, 2017
4 tax-planning tips for a fiscally healthy 2017The time is now to develop strategies around President-elect Donald Trump's proposed tax code changes.
January 04, 2017
4 tax-planning tips for a fiscally healthy 2017The time is now to develop strategies around President-elect Donald Trump's proposed tax code changes.
December 27, 2016
Democrats plotting ‘collision course’ with Trump’s tax planOne flashpoint could be a 3.8% Affordable Care Act investment-income tax.
December 27, 2016
Democrats plotting ‘collision course’ with Trump’s tax planOne flashpoint could be a 3.8% Affordable Care Act investment-income tax.
December 05, 2016
Year-End Tax Planning More Urgent as GOP Policy Changes LoomSince tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
November 22, 2016
Muni Bonds Face Hit From Trump Tax Plan, Unfunded LiabilitiesTrumps plans to reduce tax rates coupled with growing unfunded pension liabilities spell potential problems for the muni market.