Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
November 30, 2023
New Senate Bill Would End 'Buy, Borrow, Die' Strategy for Wealthiest InvestorsThe Billionaires Income Tax Act would require the wealthiest investors to recognize capital gains and losses every year.
November 29, 2023
Do You Know These IRA Tax Facts? (No Peeking!)Only the tax-savviest advisors will ace this quiz.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.
November 28, 2023
Government Shutdown Would Cause Tax Filing Nightmare, CPAs Warn IRSThe continuing resolution that's currently funding the IRS expires less than two weeks after tax season starts.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 22, 2023
RMDs, Venmo Reporting and Other Tax Issues to Watch Now: Jeff LevineThe coming year or two will undoubtedly be a "tax crunch time," warns the self-professed "planning nerd."
November 22, 2023
IRS Again Delays $600 Reporting Requirement for Venmo Payments, CrowdfundingThe agency will phase in the reporting requirement with a higher threshold in 2024.
November 22, 2023
These Tax Cuts Are Sunsetting in 2026. Are Your Clients Ready?A number of potentially far-reaching tax changes are on the horizon.
November 22, 2023
9 Tax-Saving Strategies for Year-End 2023: Advisors' AdviceAdvisors shared some tax planning moves you might not have thought of.
November 21, 2023
Schwab System Quirk Could Create RMD Headaches for Former TD ClientsAdvisors who recently moved to Schwab should check on their clients' monthly withdrawals, an advisor warns.