What's Next for the 2017 Tax Overhaul?
By Allison BellTax and estates attorney Kevin Ghassomian says there are many planning opportunities tied to the Tax Cuts and Jobs Act.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 09, 2024
ETF Share Classes in Mutual Funds: What to KnowAbout three dozen asset managers are seeking to offer an ETF share class.
December 03, 2024
How to Plan Around Tax PoliticsDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.
November 26, 2024
16 Biggest Retirement and Financial Planning Tax BreaksPolicymakers looking for ways to simplify the tax code could look at these provisions.
November 22, 2024
8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff LevineBuckingham Wealth Partners' chief planning officer talks tax strategy and makes some 2025 predictions.
November 19, 2024
Edward Jones Hits 20,000 Advisors. Its Next Target? New York CityDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.