Tax Planning & Strategies

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Tax Planning Shifts After Election

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Taxpayers could see tax cuts preserved, but there will be wrangling over election tax promises.

Navigating The Charitable Deduction Minefield: Insights From The IQ Holdings Case

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The IRS maintains strict standards for charitable contribution deductions. Here are some practical steps to ensure compliance.

Johnson Says Congress Will 'Do The Math' On Trump's Tips Tax Pledge

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Ending taxes on tips was one of Trump's key tax promises during the campaign.

Republican Election Sweep Emboldens Trump's Tax Cut Dreams

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The incoming Republican majorities in Congress mean Trump can enact a tax bill without making concessions to Democrats.

Trump Is Right: Expat Taxes Are Too Complicated

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Simplifying the tax code for U.S. citizens working abroad would benefit both those Americans and America itself.

Will Trump Follow Through On His Promise To Lift The SALT Cap?

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Deloitte's top Washington, D.C., execs think some GOP members of Congress will demand cap relief.

Life Insurance As A Tax-Advantaged Retirement Savings Alternative

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Advisors say life insurance retirement plans are too often overlooked for wealthy clients.

AARP Wants $5,000 Caregiver Tax Credit Trump Promised

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Leaders of the nation's largest retiree advocacy group vowed to hold the president-elect to his promise.

Trump Victory Threatens Key Muni Tax Break In Hunt For Revenue

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The muni tax-exemption may be on the chopping block to help pay for Trump's tax cuts.

JPMorgan Braces For 'Impactful' First Two Years Of Trump

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Many expect Trump's policy promises, including a flurry of tax cuts, to turbo-charge economic growth.

Trump Team Mulls Inflation-Indexing Capital Gains To Lower Tax Bills

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The inflation indexing would reduce the amount of gain that is taxable when an investor sells assets.

What The Election Means For Estate Planning

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Some gifting strategies are going to make less sense if taxes remain low and exemptions high.

New Rule Requires RMDs On All IRAs Before Roth Conversions, Analyst Says

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The new rule was released as part of the final ruling on the SECURE Act.

Helping Clients Conquer Roth Conversion Misconceptions

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Advisors can showcase their value to clients with a sophisticated projection contrasting “with conversion” and “without conversion” scenarios.

Are Deferred Sale Trusts A Tax-Efficient Way To Defer Capital Gains?

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DSTs should be considered along with charitable trusts when weighing a client's deferral needs.

Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

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The agency is expected to funnel more resources into auditing these tax breaks.

America's Free-Lunch Economy Is Over

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Higher interest rates mean that the next president, whoever it is, will find it much harder to reduce taxes and increase spending.

Millionaire Tax Vote Opens Door To New Clash Over Chicago Wealth

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A handful of Illinois politicians are once again eyeing a new tax on the highest earners.

Why 2024 Tax Planning Is So Murky

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It's been a while since so much uncertainty shrouded year-end tax planning.

Watch Out For Taxes When Gambling, Advisors Say

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

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