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Tax regulations
Prepare for the looming tax extension deadline: Tax Strategy Scan
Clients could face a 100% penalty of taxes owed for filing late.
IRS adds video chat option for tax appeals: Tax Strategy Scan
The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.
The false promise of homeownership: Tax Strategy Scan
Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.
Fund managers are the most underweight U.S. stocks since 2008
The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.
What women need to do to catch up in retirement: Tax Strategy Scan
With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.
How tax reform could impact retirement savings: Tax Strategy Scan
Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.
Refundable tax credit rules could tighten: Tax Strategy Scan
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
How ABLE accounts can help clients with disabilities save: Tax Strategy Scan
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
How will annuities fit into post-fiduciary world portfolios?
Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.
Voices
Trump tax overhaul will create planning opportunities
Bob Veres
Columnist
Confusion among affluent taxpayers could lead to new ways to help clients.
See more Tax regulations
