Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 25, 2023
Debate: Will 2023 RMD Relief Come Back to Haunt IRA Beneficiaries?Some IRA beneficiaries may actually face higher total tax liability, one of our Tax Facts experts argues.
July 25, 2023
GAO to DOL: Pay More Attention to 403(b) PlansThe report could also boost efforts to apply a fiduciary rule to non-ERISA 403(b) plans.
July 24, 2023
8 Top Tax-Saving Tips for Rising MarketsLoss harvesting isn't the only way to reduce a portfolio's tax bill, especially as its value rises.
July 24, 2023
IRS Halts Most Unannounced Home VisitsThe change is a response to safety concerns for both agents and taxpayers, the IRS says.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 21, 2023
Summertime Phishing Schemes Are Heating Up, IRS WarnsThe IRS is seeing a rise in scams, most notably promises related to a third round of Economic Impact Payments.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 19, 2023
Meet the 2023 LUMINARIES JudgesThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 19, 2023
IRS Collection Notices Send Taxpayers in Disaster Areas ScramblingThe IRS buried a disclaimer on page 4 of its notice that it didn't apply to those in disaster areas.