Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
New Tax Credit Boosts Appeal of Used Electric CarsFor taxpayers who qualify, the Section 25E credit can make buying a used electric vehicle more affordable.
November 13, 2023
5 Tips for Helping Clients Reach Their Year-End Financial GoalsNew Year's Eve is just a little more than six weeks away.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 10, 2023
13 New Tax Numbers to Know for 2024The newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 09, 2023
Senators Debate Tax Avoidance Methods Used by Ultra-WealthyThe politicians did agree, though, that the current tax code invites abuse of its many grey areas.
November 09, 2023
IRS Announces Tax Inflation Adjustments for 2024The Internal Revenue Service just posted standard deductions and other adjustments for 60-plus 2024 tax provisions.
November 08, 2023
Debate: Will Auto-IRAs Hurt the Retirement Savings Market?Two professors debate the potential impact of a proposal to offer government-sponsored retirement plans.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.