Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How an Advisor Helps U.S. Expats Navigate Taxes, Planning
By Dinah Wisenberg BrinArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 26, 2024
Washington State’s Wealth Tax Debate Is Heating UpOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
December 26, 2024
What's Next for the 2017 Tax Overhaul?Tax and estates attorney Kevin Ghassomian says there are many planning opportunities tied to the Tax Cuts and Jobs Act.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 21, 2024
Biden Signs Anti-Shutdown Bill With Some Medicare Funding ProvisionsThe final American Relief Act excludes the Medicare plan directory and cancer blood test provisions.
December 19, 2024
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'Americans living abroad could elect to taxed only on U.S.-sourced income and gains.
December 18, 2024
7 Ways to Help Business-Owner Clients at Year-EndFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.