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Tax regulations
CE Quiz
Continuing Education credit — April 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.
Take the Quiz
How the new tax law makes Roth accounts more attractive: Tax Strategy Scan
Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.
Web Seminar
Help your clients better understand the new tax laws
The new tax law significantly impacts your clients – both individuals as well as business owners.
Sponsored by
CE Quiz
Continuing Education credit — March 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.
Take the Quiz
CFP Board to offer exam discount for recent college graduates
The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.
New tax law’s alimony rules to make divorce even more miserable
Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.
10 states with the most millionaires per capita
Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.
For small businesses, losing money can mean losing tax deductions
Entrepreneurs who suffer continuous losses could find their work classified as a hobby by the IRS.
How the new tax overhaul will impact 5 types of clients
Geography, occupation and family size will determine whether the bill helps or hurts.
What clients need to know about the GOP tax plan
The proposal includes changes in everything from the corporate tax rate to Obamacare.
See more Tax regulations
