How the expiring TCJA may impact taxes in the future
Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.
Tag: Charitable IRA rollover
How to be smart about taxes in the year ahead
With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.
Leading tax topics on the minds of financial advisors
SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.
Five year-end planning ideas for retirement savings
Here are some year-end planning considerations when reviewing your retirement savings plan.
Charitable giving strategies for the new tax landscape
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
Tax breaks win extension by Congress
The Senate voted 76-16 Tuesday to approve a House bill that preserves several dozen tax provisions, known as “tax extenders,” from January 1, 2014 through the end of the year, essentially providing a one-year retroactive extension. The collection of provisions, which includes tax breaks and deductions, was set to expire as of the end of
Charitable rollover, other tax breaks could make a comeback
A provision to make tax-free donations to charity from an IRA, tax deductions for certain college expenses, and dozens of other tax breaks known as “tax extenders” could be renewed if Congress acts before the end of the current session. In the next few weeks, Congress must decide whether to restore some or all of