Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Deal Reached on Tax Bill, Schumer Says
By Melanie WaddellThe final version of the reconciliation bill will be introduced Saturday, Schumer said.
August 04, 2022
Debate: Will the Inflation Reduction Act Cure What Ails Us?The bill is a scaled-down version of the initial economic package. But is it too scaled down?
August 04, 2022
Schumer-Manchin Tax Bill Is in Peril: ValliereHowever, Schumer said Thursday afternoon that the Senate will vote "soon" on the Inflation Reduction Act.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 03, 2022
Battle Erupts Over Claim Manchin Bill Raises Middle-Class TaxesThose earning less than $200,000 could see their tax burden rise 1%, an official, GOP-requested analysis finds.
August 03, 2022
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning ChecklistKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 01, 2022
Manchin-Schumer Deal Has a New HurdlePrivate equity firms are pushing to strike language that suggests carried interest be taxed at a higher rate.