Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 16, 2023
The Financial Advisor's Caddy: AI-Based PlanningHere's a simple way to understand how AI can help you create personalized financial plans efficiently.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.
May 02, 2023
How to Prep Clients for Social Security Claiming Choices, Possible CutsMary Beth Franklin and Mark Miller discuss how to help clients make the most of their Social Security benefits.
April 21, 2023
How to Offer Tax Planning While Staying CompliantAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 19, 2023
Annuities and Taxes: What Advisors Need to KnowLet's start with the basics: Is the annuity inside or outside of your client's retirement plan?
April 18, 2023
House Dems Revive Bill to Close Carried-Interest LoopholeThe Ending Wall Street Tax Giveaway Act would tax carried interest as ordinary income.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.