Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » FINANCIAL PLANNING/WEALTH MANAGEMENT » Tax Planning & Strategies

Tax Planning & Strategies

[1]  1 2 3 4 5 6 7 8   [133]

Billionaire, Corporate Tax Hikes Will Be Focus Of Biden State Of The Union

by ,

The president wants to boost the tax rate for major companies from 15% to 21%.

Chicago Mayor's ‘Mansion Tax' Back On Ballot After Court Ruling

by

The measure would increase taxes on real estate transactions of $1 million or more.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Saving Social Security Will Take More Than Taxing Rich, Tax Foundation Says

by

A proposal to hike Social Security taxes on the wealthy would hurt the economy and lower wages, the foundation says.

How Advisors Can Help Spouses Prove Their 'Innocence' With The IRS

by

Spouses can argue they had nothing to do with their partners' tax misdeeds, but it's not easy.

Clients Who Need A New Tax Accountant Could Be Out Of Luck

by

Advisors may need to come to their clients' rescue as more CPAs dump individual taxpayer clients.

Severe CPA Shortage Risks Creating Expensive Corporate Errors

by

Seasoned practitioners are retiring while the profession isn't drawing enough young workers.

Biden Will Push Higher Taxes For The Rich In State Of The Union

by

The president will also call for a reduction in prescription drug prices.

Helping Clients Navigate Income Tax Bracket Changes

by

Here are some best practices to help wealthy clients adjust to changes.

How Clients Can Handle Big Tax Debt

by

The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

by

New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

How To Help Clients Avoid Tax Scams

by

Criminals are getting more sophisticated in the ways they steal client information, advisors say.

T-Bills Without Tax Bills? This Fund Says It Cracked The Code

by

A Marine Corps veteran with a finance Ph.D. has come up with a new way to avoid taxes.

Senator Wants Legislation To Curb Private Placement Life Insurance

by

The chairman of the Finance Committee says the policies aid tax avoidance.

This Tax Season Is Riddled With Complications, Advisors Say

by

Advisors say this is one of the more confusing tax seasons they've had to contend with.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

by

Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Californians Are Dreaming Of Lower Taxes

by

Recent research suggests that higher rates are driving many high earners out of the state.

IRS Changes Could Lead To Crypto Tax Reporting Errors, Edelman Says

by

Ric Edelman also warned that bitcoin was never about "trying to help people evade taxes.”

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

by

The Social Security Administration said the bill would keep the program solvent through 2054.

How Clients Can Handle Big Tax Debt

by

The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

[1]  1 2 3 4 5 6 7 8   [133]