Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
October 30, 2020
Tax Planning in an Election YearA Prudential executive outlines strategies taxpayers could consider using in an uncertain tax environment.
October 07, 2020
9 Ways Your Clients' Taxes Could Change Under BidenMany will affect high earners, so advisors should be prepared, according to CPA Jeffrey Levine and other tax pros.
September 28, 2020
5 Predictions for Retirement Plans With Biden as PresidentBiden's economic plan would address Social Security, 401(k)s and auto-IRAs.
July 27, 2020
Why Roth Conversions Make Sense in Light of the SECURE ActThe SECURE Act passed at the end of 2019 has some far-reaching ramifications for the financial planning work you do with your clients.
May 21, 2020
CARES Act 'Retail Glitch' Fix: Claiming the Bonus DepreciationThis relief helps restaurants and retailers, some of the businesses hardest hit by the COVID-19 pandemic.
March 18, 2020
How an Advisor Helps MLB Players Hurt by Tax ReformAdvisor Joseph Geier tells ThinkAdvisor how he helps his clients manage the new tax rules and minimize the dreaded "jock tax."
February 27, 2020
Most Businesses Expect Their Taxes to Go Up This Year: SurveyAn accounting network polled tax execs at companies with revenues from $100 million to $3 billion.
February 26, 2020
IRS Falling Behind in Issuing Tax Reform Guidance: GAOOf 51 planned final business and international regs, "Treasury issued five within the 18-month time frame," GAO said.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.