Repeal SALT Cap, Raise Corporate Tax: Bloink & Byrnes Go Thumb to Thumb
By William H. Byrnes | Robert BloinkDemocrats have proposed increasing the corporate tax rate in order to offset a repeal of the controversial deduction cap.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 14, 2019
Strategy Preference Can Indicate Expected Stock Market ReturnActive equity strategies provide a tool for estimating expected stock market returns.
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
December 05, 2018
Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to ThumbA Tax Reform 2.0 amendment proposed by GOP would provide a rule exception for retirement plan sponsors.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 05, 2018
Think You Know the Capital Gains Tax Rate? Think Again.Its tiered structure, including a zero percent rate, can create some interesting opportunities for people in the know.