Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Biden to Push for 25% Billionaire Tax, Capital Gains Hike on Rich
By Laura Davison | Justin SinkThe proposal would nearly double the long-term capital gains rate for investors earning $1 million or more.
March 07, 2023
Roth vs. Traditional IRAs: The Tax Trade-Off Isn't Always What You ThinkRetirement savers must balance the pursuit of greater after-tax wealth and the desire for more predictable outcomes.
March 07, 2023
Biden Proposes Tax Hike on Income Over $400K to Fund MedicareThe president's budget also proposes the ending of a tax loophole used by business owners and higher earners.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
March 01, 2023
13 Things Clients Don't Get About Taxes: Advisors' AdviceWe asked advisors how they cleared up their clients' biggest tax misconceptions.
February 28, 2023
Supreme Court Limits Fines for Not Reporting Overseas AccountsA businessman living abroad argued that the law left unwitting taxpayers vulnerable to draconian fines.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.