Trump tax plan

3 tax breaks that may be better in the long run: Tax Strategy Scan

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Tax strategy scan Andrew Shilling August 14

Tax strategy scan Andrew Shilling August 14
The benefits of transferring to an inherited IRA: Tax Strategy Scan

Certain clients will have to take a taxable distribution from the account every year.

Tax strategy scan Andrew Shilling July 17

Tax strategy scan Andrew Shilling July 17
Tax loophole from 1960s could let wealthy tap 21% corporate rate

Passive income held offshore may benefit from an arcane provision signed into law by President John F. Kennedy.

Tax planning July 12

Tax planning July 12
Beware of phantom income and the tax it brings: Tax Strategy Scan

Clients must still account for gains not incurred through a sale or cash distribution.

Tax strategy scan Andrew Shilling July 10

Tax strategy scan Andrew Shilling July 10
AMT still has an impact under the new law: Tax Strategy Scan

Although the rules have become more lenient, high-income clients must not be complacent.

Tax strategy scan Andrew Shilling July 3

Tax strategy scan Andrew Shilling July 3
Ways commuters can save under the new law: Tax Strategy Scan

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

Tax strategy scan Andrew Shilling June 26

Tax strategy scan Andrew Shilling June 26
The new tax-advantaged way to pay alimony: Tax Strategy Scan

One option for the higher earning spouse is to use an IRA as payment.

Tax strategy scan Andrew Shilling June 19

Tax strategy scan Andrew Shilling June 19
Tax planning skills that matter with index funds: Tax Strategy Scan

Clients should not only check the fees, but also compare their after-tax returns.

Tax strategy scan Andrew Shilling June 5

Tax strategy scan Andrew Shilling June 5
CE Quiz Continuing Education credit — June 2018

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Retirement planning June 4

Retirement planning June 4
Index Geopolitical fears grind away at client confidence

Geopolitics are weighing on risk tolerance as retirement contributions throttle back after tax season.

RACI Harry Terris June 1

Sponsored by ADP

RACI Harry Terris June 1

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