Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Should Workers on Medicare Be Allowed to Fund HSAs?
By Robert Bloink | William H. ByrnesThere are proposals to change this rule, but they would impose other restrictions on use of HSA money.
May 29, 2023
What Cuts Are in the Biden-McCarthy Debt Limit Deal?Here's what could happen to programs like Social Security and Medicare, IRS enforcement and payments on student loans.
May 28, 2023
Biden, McCarthy Forge Debt Deal in Bid to Avert DefaultThe deal would clawback funding for IRS agents and speed up some energy project environmental reviews, according to a GOP summary.
May 26, 2023
Emerging U.S. Debt Deal Would Raise Limit, Cap Spending for 2 YearsThe tentative deal would cut $10 billion from the $80 billion IRS budget increase and would upgrade the electric grid.
May 25, 2023
Working Past 65? Remember, Medicare and HSAs Don't MixWhen clients work past Medicare's eligibility age, potential complications should be addressed to prevent unpleasant surprises.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.