Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Does a Charitable Trust Make Sense for Your Client?
By Roger WohlnerSecure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 30, 2022
Trump Tax Returns Give First Glimpse at What He Fought to HideThe documents shed light on his earnings and the taxes he paid, including one year where he paid nothing in federal income tax.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 28, 2022
Venmo, PayPal and Taxes: What to Know About the Latest IRS Rule ChangeThe IRS has delayed until 2023 a major reporting change for income from payment apps.
December 27, 2022
Wall Street's Big Banks Score $1T of Profit in a DecadeWhile much attention focused on Silicon Valley's riches, banks like JPMorgan, BofA, Wells Fargo and others were gaining momentum.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 21, 2022
Private Jet Costs, Sketchy Deductions Among Red Flags in Trump TaxesHis returns include $126.5 million in write-offs over five years tied to sales from an entity that didn't appear to be selling anything.