Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Found Liable for Fraud in New York
By Erik Larson | Patricia HurtadoThe lawsuit says he exaggerated his net worth by billions of dollars on records sent to banks and insurers.
September 22, 2023
7 Social Security and Medicare Quirks That Trip Up AdvisorsThe two programs can interact in surprising ways, retirement consultant Marcia Mantell says.
September 20, 2023
New IRS Unit to Focus on Tax Dodging by Pass-ThroughsThe unit will crack down on large partnerships using pass-throughs to shield income, IRS' commissioner said.
September 20, 2023
Why XYPN Ended Its Tax Service for AdvisorsThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.
September 19, 2023
5 Trends Shaking Up Advisor Value Propositions NowIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 19, 2023
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth TeamHopkins revealed plans to leave Carson Group earlier this month.
September 18, 2023
IRS to Hire 3,700 Agents to Audit Wealthy Tax DodgersThe new hires will be specialized agents focused on high earners and complex partnerships, the IRS says.
September 15, 2023
New Bill Requires IRS to Create Short Form for Taxpayers Living AbroadThe bill would also expand the Foreign Earned Income Exclusion to include retirement income earned overseas.