Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 13, 2024
Trump Floats Tariff Hikes to Offset Some Income Tax CutsTo extend some tax cuts expiring in 2017, the candidate is also considering reductions in the state and local tax deduction.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 10, 2024
What If the Flat Tax Makes a Comeback?Michael Burgess put it in H.R. 1040. Now, Steve Forbes wants Donald Trump to adopt it.
June 07, 2024
Trump Tax Cut Renewal Is Winning Wall Street Despite $4.6T Price TagMany conservatives say the cuts will pay for themselves, but independent analyses show that has not happened.
June 06, 2024
Two Exceptions to FTC's Non-Compete BanThere are limited exceptions to the ban, which is effective Sept. 4.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 06, 2024
Debate: Should Republicans Fast-Track Renewal of the 2017 Tax Cuts?Republicans in Congress are preparing a push to renew the cuts with a simple majority, using budget reconciliation.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
June 04, 2024
Why 2024 Is a Pivotal Year for TaxesPrepare for a tax fight as the Trump-era cuts expire, says Jeff Bush of The Washington Update.