Taxes

How Tariffs Could Slam Our Small Business-Owner Clients

As planners, we should provide perspective and strategies to help clients reduce the potential impact of tariff-related changes. (By DJ Hunt)

Why Tax Shelters Aren’t Just for Billionaires

As tax uncertainty increases, you can help your clients diversify their risk with off-the-shelf shelters.

Tariff Ruling Gives Businesses Hope, but They’re Soon Unmoored Again

Trump’s roller-coaster trade war has made it impossible to plan more than a few weeks in advance.

How Electric Vehicles Are Targeted by the Republican Policy Bill

Clients planning to buy an electric vehicle in coming months could be in for an unpleasant surprise if incentives are repealed.

Increasing SALT Cap Benefits the Highest Earners: Tax Foundation

The bill is already suffering from a “math problem” and the increase is a “recipe for worsening deficits,” the foundation says.

What to Worry About Under Trump: Jeff Bush

Which campaign promises and legislative efforts are and aren’t feasible, and why the wealthy should pay attention to Medicaid cuts.

Major Tax Elements of Republican Budget Package

Here are major elements of the budget package that Republicans are proposing, along with the impact on the budget over the next 10 years.

Tax Hike on Wealthy? Republicans This Week May Decide

Republicans are expected to reveal whether they are willing to go ahead with President Donald Trump's suggestion to raise taxes on the rich.

Trump Revives Push for Higher Taxes on the Rich, But Gets Cold Shoulder

The president wants a new top income bracket for those making over $2.5 million per year, and to tax income above that level at a rate of 39.6%.

Retailers Fear Toy Shortages at Christmas as Tariffs Freeze Supply Chain

Factories in China produce nearly 80% of all toys and 90% of Christmas goods sold in the United States.

Latest News

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

Allworth Financial Acquires Two Midwestern Firms

The partnership with Salzinger Sheaff Brock and Sheaff Brock increases Allworth’s AUM and AUA to over $30B