Planning considerations for a divorce
Divorce can be overwhelming on an emotional level as well as when dealing with planning issues such as taxes, property division, and custodial arrangements.
Tag: tax planning
House tax proposal would upend grantor trusts
The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs
Tax-planning ideas and opportunities in the muni market
Given the possibility of higher taxes in the future, investors may consider reviewing tax planning ideas and consider opportunities in the muni market.
Year-end planning ideas under the CARES Act
As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.
Tax planning is a topic for all seasons
There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.
Potential changes to deductions make tax planning critical
The current tax reform debate in Washington makes tax planning critical as year end approaches.
Health-care taxes take effect
New taxes took effect this year as a result of the 2010 health-care reform legislation that may have an impact on tax-planning strategies. As of January, the Medicare payroll tax increased to 2.35% from 1.45%. In addition, a 3.8% surtax on “net investment income” was also introduced to help fund health-care reform. Both taxes affect