Tax Strategy Scan: The Tax Cost of Dividend Investments

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.


What the Rich Are Doing Now to Reap Trump's Tax Bonanza

For wealthy Americans, the outcome of the 2016 election could be lucrative.


Golden Opportunity: Offering Retirement Services

Saving for retirement is the financial fire alarm of our time. How can you help clients through it?


Election Creates ‘Very Real Possibility’ of Tax Reform

With Donald Trump having aligned his tax plans with those of Congressional Republicans over the course of the campaign, his election puts the GOP in a position to enact significant changes in the nation’s tax system.


President-Elect Trump Faced with Turning Promises into Policy

Donald Trump’s surprise election Tuesday as U.S. president means the repudiation of Barack Obama’s legacy and a strong likelihood Republicans will undo many of his accomplishments, including Obamacare and trade deals, and seek tax cuts for the rich.


House GOP Members Object to Proposed Estate Tax Rules

Republicans on the tax-writing House Ways and Means Committee sent a a letter Thursday to Treasury Secretary Jacob Lew asking him the Treasury Department to withdraw the Treasury’s recently proposed regulations on estate and gift taxes.


Hedge Your Tax-Planning Bets for the Election

Whether Hillary Clinton or Donald Trump is elected next Tuesday, there are some tax-planning moves that will make sense for your clients no matter who gets into the Oval Office.


Happy Birthday to the Estate Tax

With the 2016 presidential election dominating this fall’s news cycle, you may have overlooked an important and significant celebration—the centennial birthday of the estate tax.


10 Year-End Tax-Planning Tips for Individuals

Grant Thornton has released a collection of Year-End Tax Guides for 2016. Here are 10 of the most important 2016 tax-planning considerations for individuals.


Tax Strategy Scan: Time to Front-Load Medical Expenses?

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.