Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-End
By Robert Bloink | William H. ByrnesThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
October 08, 2019
10 Least Tax-Friendly States: 2019Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
October 02, 2019
Top 10 Tax-Friendly States: 2019Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 05, 2019
Advocacy Group Wants Hearings on Nonresident Tax MattersAmerican Citizens Abroad launches online campaign to press lawmakers to act on Tax Fairness for Americans Abroad Act.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.