Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fidelity Wants to Break Into an ETF Market Dominated by Vanguard
By Miles Weiss | Emily GraffeoFidelity said portfolio managers in charge of funds with a dual-share structure could engage in "careful tax management."
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 20, 2023
IRS Proposes Electric Car Tax Credits for Down PaymentsThe regulations, if finalized, would allow EV buyers to put the tax credit directly toward their purchase.
October 20, 2023
Texas to Vote on Wealth Tax Ban in NovemberVoters will decide on a constitional amendment banning wealth taxation at the state level.
October 18, 2023
4 States to Test-Run IRS Free Filing Tool in 2024Taxpayer eligibility will be limited to those with relatively simple returns, the IRS says.
October 17, 2023
How an IRS Contractor Leaked Tax Data on Trump, Bezos and MuskCharles Littlejohn stole tax information on thousands of wealthy Americans and leaked it to several media outlets.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 16, 2023
Ed Slott: RMDs Are a Nightmare This Year. Here's What Advisors Should Do."Keep this guide on your desk!" Slott urges.