Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
September 15, 2023
9 Inflation-Related Tax Predictions for 2024 Retirement PlanningBloomberg Tax has projected the IRS' annual inflation adjustments for key tax thresholds and deferral limits.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — IndividualsThese industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 2These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.
September 08, 2023
IRS Launches New Crackdown on Wealthy Tax CheatsThe new initiative will be driven by AI and other technology to help IRS better detect tax cheating.
September 07, 2023
9 Ways Roth IRA Conversions Can Trip Up AdvisorsRoth conversions can be enormouly beneficial, but the strategy can be complicated even for professionals, Michael Kitces says.
September 06, 2023
IRS Clears Up a Confusing Business Tax Reporting QuestionA tax form used to disclose pass-through entity profits does not allow negative amounts.
August 30, 2023
3 Critical Tax Tips for TD Advisors, Clients as Schwab Integration NearsIRA contributions, distributions and tax withholding should be closely monitored, says consultant Grier Rubeling.
August 30, 2023
IRS Issues Guidance on 2023 State Tax PaymentsThe notice gives updates on refunds, deductions for state income and property taxes, and spillover payments.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.