Tax regulations

Prepare for the looming tax extension deadline: Tax Strategy Scan

Clients could face a 100% penalty of taxes owed for filing late.

Tax strategy scan Andrew Shilling September 19

Tax strategy scan Andrew Shilling September 19
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.

Tax strategy scan July 28

Tax strategy scan July 28
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.

Tax strategy scan Editorial Staff July 21

Tax strategy scan Editorial Staff July 21
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.

Asset managers July 19

Asset managers July 19
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.

Tax strategy scan Editorial Staff July 14

Tax strategy scan Editorial Staff July 14
How tax reform could impact retirement savings: Tax Strategy Scan

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Tax strategy scan Editorial Staff June 30

Tax strategy scan Editorial Staff June 30
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.

Tax strategy scan Editorial Staff June 2

Tax strategy scan Editorial Staff June 2
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.

Tax strategy scan Editorial Staff May 19

Tax strategy scan Editorial Staff May 19
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.

30 Days: Smart Strategies for RIAs Chris Orlando November 23, 2016

30 Days: Smart Strategies for RIAs Chris Orlando November 23, 2016
Voices Trump tax overhaul will create planning opportunities

Bob Veres
Columnist

Confusion among affluent taxpayers could lead to new ways to help clients.

Election 2016 November 9, 2016

Election 2016 November 9, 2016

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