Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
May 14, 2024
Envestnet Highlights Tech Progress Amid Rumors of Acquisition TalksThe firm's Elevate 2024 conference kicked off this week in Phoenix.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 13, 2024
Trump Pledges Broad Tax Cuts in Election PushBiden plans to end tax cuts that benefit wealthy households and would raise levies on them, too.
May 10, 2024
Tax Bill With 100% Bonus Depreciation Hits SetbackSenators' attempt to amend the measure to a must-pass aviation bill were scuttled.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 09, 2024
IRS Releases 2025 Contribution Limits for HSAsThe agency has adjusted HSA and HRA limits for inflation.
May 08, 2024
Tax Bill Vote Hinges on Must-Pass Aviation BillA scramble by lawmakers to add amendments is holding up the vote, Sen. John Barrasso says.
May 07, 2024
7 Surprising Facts About Giving From Donor-Advised FundsOne finding: Higher grant levels in response to crises have not diminished planned giving.
May 07, 2024
Tax Bill With 100% Bonus Depreciation Gets a Shot in SenateThe measure is being attached to a bill to reauthorize the FAA, Sen. Ron Wyden says.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.