Tax Deductions
News updates about tax deductions advisors should consider for their clients.
November 14, 2016
What the rich are doing now to reap Trump’s tax bonanzaPay attention to these seven smart tax moves for the rich and middle class alike.
November 10, 2016
Trump’s Campaign Pledges Would Slash Some Nonprofits: Philanthropy ReportCaps on deductions and slashed spending would cut many charities to the bone, according to The Chronicle of Philanthropy.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
September 06, 2016
In Normal Campaign Season, Candidates Could Have Tax DebateBoth Clinton and Trump evade some specifics, but there's enough for a substantive debate.
July 27, 2016
When shifting assets, consider the power of 28Can you guess this author and finance educator's second favorite tax bracket?
July 27, 2016
When shifting assets, consider the power of 28Can you guess this author and finance educator's second favorite tax bracket?
April 18, 2016
Traditional vs. Roth IRA, Pt. 3: The ConclusionI used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
April 08, 2016
5 charts that show what Americans really pay in taxesIt's more -- and less -- than you think.
April 08, 2016
5 charts that show what Americans really pay in taxesIt's more -- and less -- than you think.
March 29, 2016
To Minimize Clients’ Tax Exposure, Focus on These 10 Key AreasTax planning shouldnt take place only during tax season. Here are 10 areas to focus on to help minimize clients tax exposure all year.