Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
February 01, 2023
Secure 2.0 Makes QLACs More AppealingSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.
January 30, 2023
Emerging CPA Shortage Is a Solvable Problem: AICPAThe talent challenges facing the CPA industry closely resemble those facing the RIA industry.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.
January 25, 2023
Get Ready to Resume RMDs From Inherited IRAs in 2023Advisors and clients should be prepared because the IRS is expected to act this year, income experts say.
January 24, 2023
IRS Sets Out New Digital Asset Filing Guidelines"All taxpayers must answer the question" on digital assets on their tax forms, the IRS states.
January 24, 2023
Why Your Next Go-To CPA Partner Could Be OffshoreFinancial planning professionals will have to search harder and harder for trusted CPA partners in the coming years.