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As Congress considers Biden’s $2.25 trillion spending and tax proposal, party members are being explicit with their constituents about how much it’ll cost them.
April 20 -
Stocks can take a hit when rates rise on corporations and individuals, a BTIG strategist writes.
April 5 -
The Treasury chief said last week that revenue measures would be needed to help pay for Biden’s planned longer-term economic reconstruction program.
February 23 -
The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.
November 30 -
Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.
November 12 -
The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.
November 9 -
Many taxpayers want to pay less themselves — but want others to pay more.
October 28 -
The agency announced changes to more than 60 tax provisions.
October 26 -
Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.
November 26
PKF O'Connor Davies -
Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.
September 24 -
The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.
June 28 -
Think you’ve already optimized client portfolios? Think again.
October 9
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Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.
March 20 -
Advisors should keep a close eye on these provisions, Dave Grant says.
December 4
Retirement Matters -
A quick look inside the proposed Tax Cuts and Jobs Act.
November 3 -
Expect the bonds versus stocks pendulum to swing anew.
December 14
Frost Investment Advisors -
Confusion among affluent taxpayers could lead to new ways to help clients.
November 9
Financial Planning -
"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.
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