Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 25, 2023
Demand for RIAs Will Keep Growing, Schwab Execs SayToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
October 24, 2023
LPL Adds Tax Planning Service for AdvisorsThe offering pairs the firm's tax professionals with advisors to create proposals to improve clients' financial outcomes.
October 24, 2023
Wealth Management Masterclass, Part 1 of 3: Tax Planning in FocusThis webcast will highlight the top strategies being used by wealth managers today and how they can help clients minimize taxes, while at the same time ensuring that clients have stellar portfolio management, risk management and asset protection.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 20, 2023
IRS Proposes Electric Car Tax Credits for Down PaymentsThe regulations, if finalized, would allow EV buyers to put the tax credit directly toward their purchase.
October 20, 2023
Texas to Vote on Wealth Tax Ban in NovemberVoters will decide on a constitional amendment banning wealth taxation at the state level.
October 18, 2023
4 States to Test-Run IRS Free Filing Tool in 2024Taxpayer eligibility will be limited to those with relatively simple returns, the IRS says.
October 17, 2023
How an IRS Contractor Leaked Tax Data on Trump, Bezos and MuskCharles Littlejohn stole tax information on thousands of wealthy Americans and leaked it to several media outlets.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 16, 2023
Ed Slott: RMDs Are a Nightmare This Year. Here's What Advisors Should Do."Keep this guide on your desk!" Slott urges.