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For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.November 19
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Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.November 17
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Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.November 12
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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
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With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.November 7
2020 President-electFinancial Planning Association
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Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.November 5
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With vast numbers of clients working outside the office, practitioners are advising care.November 4
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What different outcomes could mean for financial planners and their clients.November 4
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Many taxpayers want to pay less themselves — but want others to pay more.October 28
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The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.October 27
