Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.
January 29, 2024
Ex-IRS Contractor Who Leaked Trump & Billionaires' Tax Data Gets 5 Years in PrisonEarlier, Charles Littlejohn admitted to taking tax information about thousands of wealthy Americans, like Jeff Bezos, and passing it to ProPublica.
January 29, 2024
Tax Bill With 100% Bonus Depreciation May Get House Vote This WeekIt also expands the small business expensing cap, increasing the immediate write-off to $1.29 million.
January 26, 2024
12 Most Expensive U.S. Cities for Those Earning $100,000How far six figures goes varies widely depending on taxes and basic living expenses, GOBankingRates research found.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
Quiz: How Well Do You Know Annuities?These retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.